BULL STREET ADVISORS
Firm details
- Headquarters
- SAVANNAH, Georgia
- CRD number
- 304058
- Registered since
- May 28, 2019
- Website
- www.bullstreetadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., STIFEL NICOLAUS & CO., INC., MORGAN STANLEY & CO. LLC, SUNTRUST CAPITAL MARKETS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.58%
- Corporations / Businesses13.54%
- Individuals4.82%
- Pension & Profit Sharing Plans3.66%
- Charitable Organizations0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bull Street Advisors is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individuals and families as well as institutional clients, delivering financial planning and portfolio management for individuals/small businesses and for businesses or institutions. Compensation mixes percentage-of-AUM fees with fixed-fee arrangements. Bull Street does not act as a capital allocator, is not positioned as an ESG investor, and is not registered as a multi-state adviser or pension consultant.
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 Equities65%
- Public Funds/Mutual Funds22%
- Investment Grade Corp Bonds7%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1MARK ALLEN
FounderCRD 2410852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$42M in ETFs
100%
$42M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $7.8M | 132,917 | 18.52% |
Location
SAVANNAH, GA
CHATHAM
Location
SAVANNAH, GA
Headquartered in SAVANNAH, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- CHATHAM
- Address
- 500 Commercial Ct
- Time zone
- ET (UTC-5)
- Office locations
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