Bull Run Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,350,000
Clients
101
Advisors
1
of 1 employees
About
Bull Run Investment Management LLC provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm makes its strategies available through a Charles Schwab separately managed account (SMA) platform and delivers ongoing discretionary and non‑discretionary management guided by written Investment Policy Statements.
The firm’s investment process combines fundamental and technical analysis and uses both long‑ and short‑term trading tools; BRIM may employ short sales and margin transactions where approved and documents those risks in its brochure. BRIM requests discretionary authority for trading, performs regular portfolio monitoring, and states a policy of allocating investment opportunities fairly while identifying potential conflicts of interest.
Noteworthy differences from many peers include its pension consulting work and explicit service to pension and profit‑sharing plans, plus its role as a subadviser to other advisers via Schwab’s SMA offering — services that are less common among independent firms. The brochure also discloses operational features prospective clients should review, including a requirement to use Charles Schwab as custodian, documented solicitor and fee‑sharing arrangements with third parties, and the inclusion of margin balances in advisory‑fee calculations.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.85% $25,000,001+: 0.65%
Main office
6731 Whittier Avenue, Suite #200
McLean VA 22101
Advisors at this office
1
Most active in
California · District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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