|
⚲
|
| Keyboard |
| Bruton Chisnell Advisors LLC
✚
|
|
|---|---|
| CRD # | 293192 |
| SEC # | 801-112682 |
| CIK # | |
| AUM | 772.5 M (2026-03-26) |
| 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) | 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Market Street Wealth Management Advisors LLC
✚
|
IN | 776.0 M |
|
Global View Capital Management LLC
✚
|
WI | 775.2 M |
|
Forthright Wealth Management LLC
✚
|
GA | 773.4 M |
|
4612 Group LLC
✚
|
GA | 773.3 M |
|
ORG Partners LLC
✚
|
TX | 772.6 M |
|
Lanham Odell & Co Inc
✚
|
WV | 771.0 M |
|
Professional Financial Advisors LLC
✚
|
NE | 769.8 M |
|
Retirement Fund Management LLC
✚
|
GA | 769.7 M |
|
Permanent Capital Management LP
✚
|
IL | 768.9 M |
|
Grant Street Asset Management Inc
✚
|
PA | 768.9 M |