BUSH RIVER TRUST, LLC

Overview

Bush River Trust, LLC is a small, independent registered investment adviser organized as an LLC that serves individuals and families, and also provides portfolio management for small businesses. Advice centers on financial planning and non‑discretionary portfolio management: the firm recommends allocations and implements strategies only with client approval. Fee arrangements are a mix of percentage of assets under management and hourly charges, which aligns with a planning‑forward practice that supplements investment oversight. Investment activity is centered on pooled public funds rather than direct equity concentration. The firm is not positioned as a capital allocator or pension consultant and does not market itself as an active ESG investor. Given its client base and non‑discretionary posture, Bush River Trust appears to focus on personalized planning relationships and model or mutual‑fund driven portfolios rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices