BULL STREET ADVISORS
BULL STREET ADVISORS, LLC Legal Name
Adviser information for BULL STREET ADVISORS last updated from Form ADV on March 12th, 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 | Georgia, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 177 | $241.5M |
Non-Discretionary | 0 | $0 |
Total | 177 | $241.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 42 | $16.2M |
HNW Individuals | 55 | $187.4M |
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 | <5 | $6.9M |
Charitable organizations | 4 | $1.1M |
State or municipal gov entities | <5 | $0 |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | <5 | $29.9M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
500 COMMERCIAL COURTSUITE 4
SAVANNAH
GA
United States
Monday - Friday, 9AM - 5PM
Tel: 912-441-5185, Fax: 912-295-5308
Websites
Chief Compliance Officer
MARK ALLEN
CHIEF EXECUTIVE OFFICER
500 COMMERCIAL COURT
SUITE 4
SAVANNAH
GA
United States
Tel:
9124415185
M*************@********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 |
---|---|---|---|---|---|
ALLEN, MARK, IRVIN | Individual | – | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | 04/2019 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M Company | COM | 274 | 3K | – |
AFLAC Inc. | COM | 676 | 8K | – |
Abbott Laboratories | COM | 1K | 13K | – |
Alphabet Inc. Class A | COM | 3K | 14K | – |
Alphabet Inc. Class C | COM | 2K | 11K | – |
American Express Co. | COM | 3K | 12K | – |
Amgen Inc. | COM | 4K | 13K | – |
Apple Inc. | COM | 8K | 40K | – |
Automatic Data Processing Inc. | COM | 3K | 14K | – |
Avalonbay Communities | COM | 1K | 5K | – |
Bank of America Corp | COM | 298 | 7K | – |
Becton Dickinson & Co. | COM | 351 | 2K | – |
Berkshire Hathaway Class B | COM | 4K | 10K | – |
CVS Health Corporation | COM | 409 | 7K | – |
Camden Property Trust | COM | 1K | 13K | – |
Carrier Global Corp | COM | 644 | 10K | – |
Chevron Corp | COM | 2K | 16K | – |
Chubb Limited | COM | 774 | 3K | – |
Cigna Corporation | COM | 398 | 1K | – |
Cisco Systems Inc. | COM | 2K | 32K | – |
Coca-Cola Company | COM | 7K | 105K | – |
Colgate-Palmolive Co | COM | 841 | 9K | – |
Comcast cl A | COM | 2K | 45K | – |
ConocoPhillips | COM | 1K | 11K | – |
Corteva Inc. | COM | 206 | 4K | – |
Costco Wholesale Corp | COM | 7K | 8K | – |
Danaher Corporation | COM | 5K | 21K | – |
Diageo PLC ADS | COM | 985 | 8K | – |
Dominion Energy, Inc. | COM | 1K | 26K | – |
Dow Inc. | COM | 245 | 5K | – |
DuPont de Nemours Inc. | COM | 1K | 15K | – |
Duke Energy Corp | COM | 2K | 15K | – |
Elevance Health, Inc. | COM | 4K | 7K | – |
Emerson Electric Co. | COM | 2K | 19K | – |
Enterprise Products Part LP | COM | 306 | 11K | – |
Equity Residential Properties | COM | 563 | 8K | – |
Exxon Mobil Corporation | COM | 4K | 38K | – |
Fiserv Inc. | COM | 5K | 32K | – |
Fortive Corporation | COM | 1K | 18K | – |
General Mills Inc. | COM | 1K | 21K | – |
Genuine Parts Company | COM | 816 | 6K | – |
Goldman Sachs Group Inc | COM | 433 | 958 | – |
Home Depot Inc. | COM | 6K | 18K | – |
Honeywell Intl Inc | COM | 3K | 14K | – |
Intel Corporation | COM | 959 | 31K | – |
JPMorgan Chase & Co | COM | 4K | 18K | – |
Johnson & Johnson | COM | 7K | 48K | – |
Lowes Companies Inc. | COM | 215 | 973 | – |
Merck & Co. Inc. | COM | 2K | 14K | – |
Microsoft Corporation | COM | 8K | 18K | – |
Mondelez International Inc | COM | 3K | 46K | – |
Morgan Stanley | COM | 797 | 8K | – |
Murphy USA, Inc. | COM | 836 | 2K | – |
Nike Inc cl B | COM | 274 | 4K | – |
Novo-Nordisk A/S | COM | 2K | 15K | – |
Nucor Corporation | COM | 2K | 10K | – |
Otis Worldwide Corp | COM | 543 | 6K | – |
PepsiCo, Inc. | COM | 3K | 20K | – |
Pfizer Inc. | COM | 2K | 56K | – |
Phillips 66 | COM | 1K | 8K | – |
Procter & Gamble Co. | COM | 4K | 24K | – |
Public Service Enterprise Grp | COM | 224 | 3K | – |
Raytheon Technologies Corp | COM | 2K | 19K | – |
Republic Services Inc. | COM | 2K | 12K | – |
Stryker Corp | COM | 1K | 4K | – |
Sysco Corporation | COM | 3K | 47K | – |
TJX Companies Inc. | COM | 8K | 74K | – |
U.S. Bancorp | COM | 1K | 31K | – |
Union Pacific Corp. | COM | 1K | 6K | – |
Veralto Corporation | COM | 569 | 6K | – |
Verizon Communications, Inc. | COM | 921 | 22K | – |
Walmart Inc. | COM | 214 | 3K | – |
Walt Disney Company | COM | 3K | 27K | – |
IShares Select Dividend ETF | OTR | 439 | 4K | – |
IShares Barclays TIPS ETF | OTR | 3K | 31K | – |
IShares S&P ST AMT Free ETF | OTR | 1K | 14K | – |
IShares ST Corp Bond ETF | OTR | 4K | 87K | – |
SPDR Gold Trust | OTR | 393 | 2K | – |
SPDR S&P 500 ETF Trust | OTR | 3K | 5K | – |
Vanguard Emerging Stock Mkt In | OTR | 205 | 6K | – |
Vanguard Ext Mkt ETF | OTR | 1K | 6K | – |
Vanguard Interm Corp ETF | OTR | 4K | 48K | – |
Vanguard Interm Govt ETF | OTR | 4K | 61K | – |
Vanguard Sh Term Bond ETF | OTR | 9K | 115K | – |
Vanguard Sh Term Govt ETF | OTR | 8K | 140K | – |
Vanguard Sh Term Corp ETF | OTR | 4K | 57K | – |
Vanguard Tot Bond ETF | OTR | 630 | 9K | – |
Vanguard FTSE All-World ex-US | OTR | 600 | 10K | – |
Vanguard Total Stock Mkt | OTR | 2K | 6K | – |
iShares S&P Midcap 400 | OTR | 336 | 6K | – |
iShr MSCI EAFE ETF | OTR | 302 | 4K | – |