Bull Street Advisors

Bull Street Advisors provides discretionary investment management and customized financial planning to individuals and high-net-worth clients, and to a range of institutional entities; Item 7 of the brochure lists pension and profit‑sharing plans, charitable organizations, foundations, trusts, estates, corporations and other business entities as client types. The firm’s client mix also includes relationships with other investment advisers and, unusually for a small supported firm, certain government and insurance entities, according to its client classifications.

The firm determines investment objectives through one‑on‑one meetings and implements portfolios across a spectrum from aggressive equity to conservative fixed income, typically using balanced allocations among stocks, bonds, and cash. Equity selection emphasizes a growth‑at‑a‑reasonable‑price (GARP) approach while fixed‑income management prioritizes capital preservation, duration positioning, and liquidity; the firm also uses technical analysis and third‑party models from time to time, and financial planning is generally customized and bundled within investment management services.

Bull Street Advisors is notable for its scale relative to staffing: it reports approximately $272 million in assets under management while operating with a single advisor, yielding a high AUM‑per‑advisor profile that is uncommon among peers. Operationally, the firm leaves brokerage selection to clients, does not vote client proxies, and does not charge performance‑based fees, which affects how trade execution and governance responsibilities are allocated.