Bull Street Advisors

RIASEC RegisteredEst. 2019

Total AUM

$272M

Discretionary

$272M

100% of AUM

Avg account

$1.4M

Accounts

197

Employees

Advisory reps

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

FINTRX

Overview

Bull Street Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm is privately owned by an individual and serves both individual & family clients and institutional clients. Its advisory services center on financial planning and portfolio management across individual, small business, and institutional mandates. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm shows a clear tilt toward public equities — exchange-traded securities are the most-used asset type — and it does not position itself as a capital allocator running proprietary funds. Bull Street Advisors is not flagged as an active ESG investor, is not set up as a multi-state adviser, and does not advertise pension consulting or related-adviser relationships.