Perryman Financial Advisory, Inc.
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 526
- Avg AUM / client
- $1.9M
- Accounts
- 526
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 280 | $153M | 14.9% |
| High net worth individuals | 230 | $838M | 81.8% |
| Pension and profit sharing plans | 16 | $33.1M | 3.23% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Radiology Associates, P.A. Retirement Plan American Radiology Associates, P.A. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Delyn Perryman | President, Secretary, Treasurer | CFP | Oct 1994 (32y) | 50% – 75% |
| Debra Ann Keitzer Outlaw | Shareholder | CFP | Jan 2009 (18y) | 10% – 25% |
| James Stephen Perryman | Shareholder, Chief Compliance Officer | CFP | Jan 2009 (18y) | 10% – 25% |
| Nancy Kay Phillips | Registered representative | CFP | Jul 2010 (16y) | |
| Gary Lyhn Estes | Registered representative | Oct 2010 (16y) | ||
| Jennifer Vincent Grant | Registered representative | CFP | Sep 2017 (9y) | |
| Ami Buu Baxter | Registered representative | CFP | Sep 2019 (7y) | |
| Lynn David Hebert | Registered representative | CFP | Jul 2021 (5y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Radiology Associates, P.A. Retirement Plan | American Radiology Associates, P.A. | 126 | $97.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $932M (91% of AUM) Mar 2026
- American Funds Distributors, Inc. $40.0M (11% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗