Brian Birney Musso

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  Promus Holdings, Llc
  Chicago, IL
• 05/2008 → Present
  Promus Capital, Llc
  Chicago, IL
• 11/2025 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2009-02-23 → 2025-12-31
  Promus Capital, Llc
  Chicago, IL

Other Businesses

Board of Directors: Anotherland Ventures, LLC - Music label that also does buy music royalties. 2024-present. Quarterly board meetings. One Florida Bank - Director 2019-present. Monthly board meetings Organics Management Holdings - Director. 2023 to present. Quarterly board meetings. North Austin Community Center - Director. 2023-present. Quarterly board meetings. (non-profit). Rifle Paper Company - Director. 2022-present. Quarterly Board Meetings. KAB Trading, LLC - Member. June 2025-present. Stock and options trading. Quarterly meeting. Management/Partner Musso Capital Management, LLC (dba Promus Holdings) - 2007-current. Private Equity. 50% time commitment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-19

Other Names

• Brian B. Musso