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| Bruton Chisnell Advisors LLC
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| CRD # | 293192 |
| SEC # | 801-112682 |
| CIK # | |
| AUM | 772.5 M (2026-03-26) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-518-3900 |
| Address | 521 East Lancaster Avenue Downingtown, PA 19335 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure] |
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Item 5. Fees and Compensation
Bruton Chisnell offers its services on a fee basis, which includes hourly and/or fixed fees, as well as fees
based upon assets under management. In addition, certain of Bruton Chisnell’s Supervised Persons offer
securities brokerage and insurance services under a commission arrangement.
Financial Planning and Consulting Fees
Bruton Chisnell may charge a fixed fee and/or hourly fee for financial planning and consulting services.
These fees are negotiable, but generally range from $500 to $2,500 on a fixed fee basis and/or from $100
to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional
rendering the financial planning and/or the consulting services. These services are only available after an
initial consultation for which Bruton Chisnell usually charges a fixed fee of $500. If the client engages or
has previously engaged Bruton Chisnell for additional investment advisory services, Bruton Chisnell may
offset all or a portion of its fees for those services based upon the amount paid for the financial planning
and/or consulting services.
Prior to engaging Bruton Chisnell to provide financial planning and/or consulting services, the client is
required to enter into a written agreement with Bruton Chisnell setting forth the terms and conditions of
the engagement. Generally, Bruton Chisnell requires one-half of the financial planning / consulting fee
(estimated hourly or fixed) payable upon entering the written agreement. The balance is generally due
upon delivery of the financial plan or completion of the agreed upon services.
Investment Management Fee
Bruton Chisnell provides investment management services for an annual fee based upon a percentage of
the market value of the assets being managed by Bruton Chisnell. Bruton Chisnell’s annual fee is
exclusive of, and in addition to brokerage commissions, transaction fees, and other related costs and
expenses which are incurred by the client. Bruton Chisnell does not, however, receive any portion of
these commissions, fees, and costs. Bruton Chisnell’s annual fee is prorated and charged quarterly, in
advance, based upon the market value of the assets being managed by Bruton Chisnell on the last day of
the previous quarter. The annual fee varies depending upon the market value of the assets under
management, as follows:
PORTFOLIO VALUE BASE FEE
up to $1,000,000 1.00%
$1,000,001 - $5,000,000 0.70%
$5,000,001 - $15,000,000 0.30%
Above $15,000,0001 negotiable
Page 7 © MarketCounsel 2026
Disclosure Brochure Bruton Chisnell Advisors, LLC
In addition, the Firm reserves the right to charge a minimum fee of 1.50% on accounts that are under
$150,000 in value.
Fee Discretion
Bruton Chisnell, in its sole discretion, may negotiate to charge a lesser management fee based upon
certain criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount
of assets to be managed, related accounts, account composition, pre-existing client, account retention,
pro bono activities, etc.).
Fees Charged by Financial Institutions
As further discussed in response to Item 12 (below), Bruton Chisnell generally recommends that clients
utilize the brokerage and clearing services of Fidelity Institutional Wealth Services (“Fidelity”) and/or
Charles Schwab & Co., Inc (“Schwab”) for investment management accounts.
Bruton Chisnell may only implement its investment management recommendations after the client has
arranged for and furnished Bruton Chisnell with all information and authorization regarding accounts with
appropriate financial institutions. Financial institutions include, but are not limited to, Fidelity, Schwab,
any other broker-dealer recommended by Bruton Chisnell, broker-dealer directed by the client, trust
companies, banks etc. (collectively referred to herein as the “Financial Institutions”).
Clients incur certain charges imposed by the Financial Institutions and other third parties such as fees
charged by Independent Managers, custodial fees, charges imposed directly by a mutual fund or ETF in
the account, which are disclosed in the fund’s prospectus (e.g., fund management fees and other fund
expenses), deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund
fees, and other fees and taxes on brokerage accounts and securities transactions. Additionally, for
assets outside of any wrap fee programs, clients incur brokerage commissions and transaction fees.
Such charges, fees and commissions are exclusive of and in addition to Bruton Chisnell’s fee.
Fee Debit
Bruton Chisnell’s Agreement and the separate agreement with any Financial Institutions may authorize
Bruton Chisnell or Independent Managers to debit the client’s account for the amount of Bruton Chisnell’s
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure] |
|---|
Item 7. Types of Clients
Bruton Chisnell provides its services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, banking and thrift institutions and corporations and business entities.
Minimum Fee
As a condition for starting and maintaining a relationship, Bruton Chisnell generally imposes a minimum
annual fee of $5,000. This minimum fee may have the effect of making Bruton Chisnell’s services
impractical for certain clients, particularly those with portfolios less than $500,000 under Bruton Chisnell’s
management. Bruton Chisnell, in its sole discretion, may waive its minimum annual fee based upon
certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar
amount of assets to be managed, related accounts, account composition, pre-existing client, account
retention, and pro bono activities. Also, as discussed above in Item 5, the Firm reserves the right to
charge a minimum fee of 1.50% on accounts that are under $150,000 in value.
Additionally, certain Independent Managers may impose more restrictive account requirements and
varying billing practices than Bruton Chisnell. In such instances, Bruton Chisnell may alter its
corresponding account requirements and/or billing practices to accommodate those of the Independent
Managers.
Page 12 © MarketCounsel 2026
Disclosure Brochure Bruton Chisnell Advisors, LLC |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 68.0 |
| (b) Individuals (high net worth individuals) | 184 | 338.1 |
| (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 | 35 | 329.8 |
| (h) Charitable organizations | 14 | 11.9 |
| (i) State or municipal government entities | 4 | 24.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,186 | 772.5 |
| By Discretionary | ||
| Discretionary | 2,151 | 542.7 |
| Non-Discretionary | 35 | 229.8 |
| Total | 2,186 | 772.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 772.5 | |
| Total | 2,186 | 772.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
IN | 776.0 M |
|
Global View Capital Management LLC
✚
|
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|
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✚
|
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|
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✚
|
GA | 773.3 M |
|
ORG Partners LLC
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|
TX | 772.6 M |
|
Lanham Odell & Co Inc
✚
|
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|
Professional Financial Advisors LLC
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|
NE | 769.8 M |
|
Retirement Fund Management LLC
✚
|
GA | 769.7 M |
|
Permanent Capital Management LP
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|
IL | 768.9 M |
|
Grant Street Asset Management Inc
✚
|
PA | 768.9 M |