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Bruni J V & CO

Bruni J V & CO. CRD 106644

Bruni J V & CO logo

CRD: 106644

Bruni J V & CO

Colorado Springs, CO, 80907
7195759880
www.jvbruni.com
$1.1B Total AUM
$1.1B Disc. AUM
8.1% 3Y CAGR
5 Employees
386 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
06-01-1992
Office Locations
1

Office Locations

1528 N. Tejon St. Colorado Springs CO

About Bruni J V & CO

BRUNI J V & CO is an investment advisory firm in Colorado Springs, CO offering financial planning, estate planning, retirement plan support, and portfolio construction for individuals and entrepreneurs. Portfolios are primarily ETF-based (with some mutual funds and cash) and may incorporate fixed income, infrastructure, and cryptocurrency exposures; custody includes Charles Schwab.

Team overview

-- AVG AGE
$366.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
22.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
34yrs Firm Age

Insights

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Asset Classes

Oak Glacier pathway

Client Personas

Meridian

Custodian

Vector crest Matrix

Investment Vehicles

Timber prime

Services

Zenith Signal Pioneer foundation Horizon

Owner & Executives

J

JEROME VINCENT BRUNI

Chief Compliance Officer, DIRECTOR, PORTFOLIO MANAGER, President, TREASURER

CRD
#1303868
Ownership
75% or more
(520) 824-9110
momentum.harbor@valuecapital.com
in linkedin.com/in/north-timber
J

JOHN ROY BROCK

Vice President

CRD
--
Ownership
Less than 5%
(418) 587-6548
timber.eagle@wavecapital.com
in linkedin.com/in/vital-eagle
V

Value fusion

Vertex legacy

CRD
#73988
Ownership
38.1%
(779) 688-4158
fusion.wave@zenithcapital.com
in linkedin.com/in/bridge-insight

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Contacts

P

PATRICK ALLAN LABBE

Vice President

CRD
#2852209
(606) 366-6192
pathway.foundation@ridgecapital.com
in linkedin.com/in/foundation-foundation

Showing 1 of 5 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-19-2022
10-23-2023
10-29-2024
10-21-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $1,097,907,374 $1,658,470
Non-Discretionary $0 --
Total $1,097,907,374 $1,658,470

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Separately Managed Accounts

Total SMA Asset: $1,097,907,374

$1.1B Total SMA
Equity - Exchange:
30.9%
Cash:
32.3%
Public Funds:
36.8%
Asset class Assets Assets %
Equity - Exchange $1,998,515,864 30.9%
Cash $2,089,063,509 32.3%
Public Funds $2,380,109,508 36.8%
Total $6,467,688,881 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VERTEX ZENITH MATRIX OPTIMA 1WEFCOVUJ VKVQI 4.20% $99,871,680
HORIZON QUANTUM RIDGE SIGNAL RIDGE Z0HM6OLLP ZOD 1.26% $8,714,248
PATHWAY VECTOR ZENITH TIMBER CATALYST 6S4YMNK2F JJH 2.05% $92,263,761
MOMENTUM BRIDGE CAPITAL FRONTIER TFFKX5CDP WAUB 11.03% $102,673,741
FOUNDATION PEAK FOCUS PATHWAY SUMMIT F44V5W1HD VMOMA 9.97% $79,904,085
BRIDGE CAPITAL FRONTIER OAK RIDGE IP8HSIGYL YYLGU 3.34% $78,401,729
BRIDGE INSIGHT PEAK MATRIX NORTH HX0D32305 WEATM 5.96% $73,307,252
INSIGHT LEGACY BRIDGE VERTEX H9U2LU5RR DCY 5.19% $16,067,006

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