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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bruton Chisnell Advisors LLC
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| CRD # | 293192 |
| SEC # | 801-112682 |
| CIK # | |
| AUM | $755.3 M (2025-03-26) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 610-518-3900 |
| Address | 521 East Lancaster Avenue Downingtown, PA 19335 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 430 | 98.9 |
| (b) Individuals (high net worth individuals) | 197 | 258.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 344.0 |
| (h) Charitable organizations | 12 | 7.6 |
| (i) State or municipal government entities | 4 | 21.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 24.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,583 | 755.3 |
| By Discretionary | ||
| Discretionary | 1,547 | 476.8 |
| Non-Discretionary | 36 | 278.5 |
| Total | 1,583 | 755.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 755.3 | |
| Total | 1,583 | 755.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pennsylvania Capital Management Inc
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|
PA | 0.8 |
|
Strategic Advisors LLC
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|
NY | 0.8 |
|
All Star Financial LLC
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|
MN | 0.8 |
|
Whalerock Point Partners LLC
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|
RI | 0.8 |
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
Morling Financial Advisors LLC
✚
|
CA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |
|
Torreyana Capital LLC
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|
CA | 0.8 |
|
Liberty Capital Management Inc
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|
MI | 0.8 |
|
Mps-Loria Financial Planners LLC
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|
IL | 0.8 |