Bull Run Investment Management LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 306763
- Website
- bullrunim.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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