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Byron Gabriel

Krilogy
37 Years of Experience
Durham, NC
View SEC Summary
View SEC Summary

Byron Gabriel is a registered investment advisor at Krilogy, based in Durham, NC, with 37 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 3,204 clients with $5.2B in assets under management.

Krilogy
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,204 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.2B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2M+0.85%

Fees are negotiable. Total annual fees are generally capped at 2.00% except for accounts subject to the minimum annual fee of $3,750.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3622 Lyckan Parkway, Ste. 3004-B, Durham, NC, 27707

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Krilogy
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Valdes & Moreno, INC.Broker
May 2014 - June 2017 · 3 yrs 1 mo
First Tryon Securities, LLCBroker
September 2013 - May 2014 · 8 mos
Drexel Hamilton, LLCBroker
May 2012 - September 2013 · 1 yr 4 mos
Weller, Anderson & CO., LTD.Broker
September 2011 - April 2012 · 7 mos
Carolina Capital Markets, INC.Broker
April 2011 - September 2011 · 5 mos
Carolina Capital Markets, INC.Broker
March 2007 - April 2009 · 2 yrs 1 mo
Sbk-Brooks Investment CORP.Broker
August 2004 - November 2005 · 1 yr 3 mos
Natcity Investments, INC.Broker
April 2004 - September 2004 · 5 mos
Commerce Brokerage Services, INC.Broker
May 2001 - July 2003 · 2 yrs 2 mos
Carolina Capital Markets, INC.Broker
January 2001 - January 2001 · 0 mos
Carolina Capital Markets, INC.Broker
June 1995 - January 2001 · 5 yrs 7 mos
Cape Securities INC.Broker
November 1994 - June 1995 · 7 mos
Morgan Keegan & Company, INC.Broker
October 1994 - November 1994 · 1 mo
J. Lee Peeler & Company, INC.Broker
April 1989 - October 1994 · 5 yrs 6 mos
Summers & Company, INC.Broker
May 1984 - March 1989 · 4 yrs 10 mos
State Registrations2 states
MONC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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