BULL RUN INVESTMENT MANAGEMENT LLC

RIASEC Registered
Total AUM
$56.2M
Discretionary
$56.2M
100% of AUM
Avg account
$126K
Accounts
445
Employees
1
Advisory reps
2

Firm details

Headquarters
MCLEAN, Virginia
CRD number
306763
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI75.23%
  • Individuals17.97%
  • Pension & Profit Sharing Plans6.8%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bull Run Investment Management LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting-type services, and selection of outside managers. Bull Run does not position itself as an active ESG investor and does not appear to operate as a multi-state adviser. The firm’s practice emphasizes equity exposure and third‑party manager relationships alongside more traditional retail investment products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 1%83%
  • Exchange Traded Equities83%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • CHRISTOPHER PASSARELLI

    Founder & Chief Exceutive OfficerCRD 6810007

Contacts

1 of 1
  • Eric Whittleton

    Board AdvisorCRD 7986470

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MCLEAN, VA

FAIRFAX

Location

MCLEAN, VA

Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
6731 Whittier Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth