Bruno Mountain Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bruno Mountain Advisory, LLC provides investment advisory, portfolio management, and financial planning to individuals, families, trusts, estates, charitable organizations and small businesses, delivering services on both discretionary and non‑discretionary bases and offering hourly or project‑based planning engagements. The firm manages a relatively small client base (about 50 clients) and reports approximately $37.2 million in assets under management.
The firm combines fundamental, technical, quantitative and qualitative analysis and employs strategies such as asset allocation, diversification, long‑term purchasing and ETF model portfolios to align portfolios with client objectives and risk tolerances. In addition to public equities, fixed income and pooled funds, Bruno Mountain regularly evaluates and manages private investments — including private equity, direct placements, private debt, mortgage obligations and mortgage lending and servicing — often under non‑discretionary tracking agreements.
Bruno Mountain’s business mix includes several activities that are uncommon among similarly sized supported advisers: the firm discloses an affiliation with Crump Company and receipt of compensation when clients purchase annuities or insurance, it collects due diligence/documentation fees related to private debt placements, and it participates as a sponsor/participant in private investment entities (for example Rios Lodge, LLC and related financing vehicles). The firm also holds a Mortgage Loan Originator license and discloses these outside business interests and related conflicts of interest in its brochure and client agreements, along with stated procedures intended to address those conflicts.
Client services
Expertise
Fee options
Project-based financial planning fees with half payable in advance
0.15% up to 2.0% annually, negotiable
$500 per hour for financial planning services
Minimum fee: Annual $100 fee on accounts over $10,000
Main office
105 NW Riverfront Street
Bend OR 97703
Advisors at this office
2
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Justin R
CFP®, Series 66
Bend, OR
Bruno Mountain Advisory, LLC
Justin Rae is a CFP® with 21 years of experience in the financial services industry. He is currently with Bruno Mountain Advisory, LLC and previously worked at Northline Wealth Management, Mutual Securities, and Morgan Stanley. Outside of his advisory role, Rae is involved in several activities including serving on the board of the Bend Paddle Trail Alliance, partnering in a river raft and kayak tour operation, mentoring startups through Bend Outdoor Worx, and supporting land conservation efforts with CHAII. Bruno Mountain Advisory, LLC provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to manage diversified portfolios aligned with client objectives and risk tolerances, and it also actively manages private investments and alternative asset classes.
Clark S
Series 65
Bend, OR
Bruno Mountain Advisory, LLC
Clark Shimeall is a financial advisor at Bruno Mountain Advisory, LLC with one year of industry experience and a Series 65 credential. He is also the managing member of Terrane Productions, LLC, a video and stills production company focused on documentary storytelling, and is involved with the Pandion Institute, a nonprofit organization. Bruno Mountain Advisory provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, offering diversified strategies including asset allocation and ETF model portfolios aligned with client objectives and risk tolerances.
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