This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Catalyst pathway
- Established Date
- 01-22-2018
- Office Locations
- 2
Office Locations
About Bruton Chisnell Advisors, LLC
Bruton Chisnell Advisors is a SEC-registered RIA serving individuals and institutions with wealth planning and investment guidance. Portfolios primarily use public funds, including mutual funds and ETFs, and custody is commonly via Schwab or Fidelity. The firm brings 45+ years of experience and offers securities through Valmark Securities; it also participates in Ed Slott’s Master Elite IRA Advisor Group.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENJAMIN CULVER BRUTON
Chief Compliance Officer, Financial Advisor
- CRD
- #4480874
- Ownership
- 25% but less than 50%
JAMES MARSHALL BRUTON
Chief Investment Officer, Financial Advisor
- CRD
- #3010121
- Ownership
- 25% but less than 50%
Bridge element
Prime prime
- CRD
- #43323
- Ownership
- 39.3%
Showing 2 of 3 owners & executives
Unlock allContacts
Peter Husted
--
- CRD
- #7618451
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $542,708,178 | $252,305 |
| Non-Discretionary | $229,753,080 | $6,564,374 |
| Total | $772,461,258 | $353,367 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $772,461,258
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,071,715,523 | 31.3% |
| Equity - Exchange | $1,562,060,267 | 23.6% |
| Cash | $1,608,392,563 | 24.3% |
| Municipal Bonds | $1,376,731,083 | 20.8% |
| Total | $6,618,899,436 | 100.0% |