BRUTON CHISNELL ADVISORS, LLC
Adviser information for BRUTON CHISNELL ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,653 | $420.5M |
| Non-Discretionary | 29 | $223.9M |
| Total | 1,682 | $644.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 363 | $58.8M |
| HNW Individuals | 149 | $253.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 34 | $283.2M |
| Charitable organizations | 12 | $6.2M |
| State or municipal gov entities | <5 | $21.0M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $22.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-112682 |
|---|---|
| SEC ERA File Number | 801-112682 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 293192 |
| Legal Entity Identifier | None |
Principal Office
521 EAST LANCASTER AVENUEDOWNINGTOWN
PA
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 610-518-3900, Fax: 610-518-3880
Websites
Chief Compliance Officer
BENJAMIN C. BRUTON
MEMBER
521 EAST LANCASTER AVENUE
DOWNINGTON
PA
United States
Tel:
610-518-3900
Fax:
610-518-3880
B*******@*************M
(Full email address available in API data)
Regulatory Contact
JAMES M. BRUTON
MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER
521 EAST LANCASTER AVENUE
DOWNINGTOWN
PA
United States
Tel:
610-518-3900
Fax:
610-518-3880
J******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Chisnell, Michael, Anthony | Individual | – | MEMBER / CHIEF INVESTMENT OFFICER | 01/2018 | 25-50% |
| BRUTON, BENJAMIN, CULVER | Individual | – | MEMBER / CHIEF COMPLIANCE OFFICER | 01/2018 | 25-50% |
| BRUTON, JAMES, MARSHALL | Individual | – | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | 01/2018 | 25-50% |