Brian B. Bunn CPA, PLLC

Brian B. Bunn CPA, PLLC is a certified public accounting firm that is also registered as an investment adviser, offering portfolio management and financial planning alongside tax and accounting services. The brochure lists a broad client base that includes pension and profit‑sharing plans, trusts, charitable organizations, small businesses, and high‑net‑worth individuals, and describes the preparation of Investment Policy Statements and ongoing portfolio monitoring.

The firm typically seeks discretionary authority to implement clients’ Investment Policy Statements and combines cyclical, fundamental, modern portfolio theory, quantitative and technical analysis with a long‑term trading orientation to construct diversified portfolios using mutual funds, ETFs, equities, fixed income, private placements and venture capital when appropriate. Financial planning services are delivered on a fixed‑fee or hourly basis, and accounts are reviewed at least quarterly with custodial reporting provided to clients.

Notable distinctions include the firm’s dual role as a CPA practice that explicitly offers tax and accounting services in addition to advisory services, and its identification of pension and profit‑sharing plans among client types, both of which are uncommon for firms in this regulatory category. The brochure also discloses the use of an external registered adviser for back‑office support, participation in an institutional custody program, and reports zero assets under management as of December 2023, which may affect how its advisory services are delivered compared with larger investment managers.