Bruni J V & Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J. V. Bruni and Company provides discretionary investment supervisory services to a broad set of clients, including individual investors (both non‑HNW and high net worth), retirement plans, trusts, estates, nonprofit organizations and corporations. The firm manages client accounts continuously and also offers more limited investment advice and occasional presentations on economic and investment topics.
The firm’s investment approach is equity‑centered, using fundamental and qualitative analysis to evaluate companies and generally favoring long‑term holdings, with fixed‑income included in balanced portfolios and money‑market positions for liquidity. It communicates regularly with clients through quarterly written reports that summarize account performance and monthly commentary on economic and investment issues.
Compared with peers, the firm is notable for managing roughly $1.1 billion of assets with a relatively small advisory staff, resulting in an unusually high AUM per advisor. It also documents and provides performance information in client materials and, when specifically requested by clients, permits the use of margin (borrowed funds) in managed accounts—practices that are less common among similar team firms.
Client services
Expertise
Fee options
Fixed fee for services other than Investment Supervisory Services
$0 - $500,000: 1.25% annually Over $500,000 - $3,000,000: 1.00% annually Over $3,000,000 - $10,000,000: 0.75% annually Over $10,000,000+: 0.50% annually
$300/hour for services other than Investment Supervisory Services
Account minimum: $300,000 Fee-only: $300/hour or fixed fee for services other than Investment Supervisory Services
Main office
1528 N Tejon Street
Colorado Springs CO 80907-7439
Advisors at this office
1
Most active in
Arizona · California · Colorado · Florida · Iowa · New Hampshire · New York · North Carolina · Tennessee · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")