BRUTON CHISNELL ADVISORS, LLC

Overview

Bruton Chisnell Advisors, LLC is an independent RIA that positions itself as a capital allocator for both individuals and institutions. The firm provides financial planning and portfolio management across individual, small business and institutional clients, and it also offers pension consulting and selection-of-other-advisers services. Fee arrangements are flexible, including percentage-of-AUM, hourly and fixed-fee engagements. Investment activity is centered on pooled public vehicles and externally managed strategies. Filings show a heavy reliance on public funds and mutual funds as the primary building blocks of client portfolios. The firm operates with a mix of discretionary and non-discretionary mandates, leaning toward discretionary management for the majority of assets under management. Bruton Chisnell is not flagged as an active ESG investor in its disclosures.

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Location & Offices