A complete list of active advisors currently associated with Bull Run Investment Management LLC

Warmer can help you find a great advisor at Bull Run Investment Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bull Run Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Passarelli	McLean, VA	6

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