Bull Run Investment Management LLC

RIAState 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, owner-operated limited liability company that provides fee-based investment advisory and financial planning services to individuals, families and institutions. The firm functions as a capital allocator and offers portfolio management for individuals, small businesses and institutions, financial planning, pension consulting and manager selection services. Its stated fee model is percentage of assets under management, and it does not identify as an active ESG investor. The firm’s business model emphasizes working with external managers and selecting third-party advisers when appropriate, alongside direct portfolio management for client accounts. Product usage spans traditional liquid investments as well as private market and real estate exposure, and the firm lists annuities and mutual funds among additional investment tools it employs.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth