$271.9M Total AUM
$271.9M Disc. AUM
5.7% 3Y CAGR
1 Employees
109 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Stifel
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2019
- Office Locations
- 1
Office Locations
500 Commercial Court Suite 4 Savannah GA
About Bull Street Advisors
Bull Street Advisors is a boutique RIA based in coastal Georgia serving clients nationwide. It provides comprehensive wealth management, combining investment advisory and customized financial planning for individuals (including high-net-worth), corporate retirement plans, and nonprofit foundations/endowments. Founded by advisor Mark Allen (25+ years experience), the firm builds risk-aware portfolios and, per filings, uses ETFs as a core vehicle.
Team overview
52 AVG AGE
$271.9M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Crest peak Zenith value
Client Personas
Optima frontier
Investment Themes
Horizon
Investment Vehicles
Wave frontier
Services
Vector unison Vital element Catalyst focus Wave element
Owner & Executives
MARK IRVIN ALLEN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2410852
- Ownership
- 75% or more
(949) 912-2519
summit.bridge@primecapital.com
in linkedin.com/in/vital-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,925,562 | $1,380,333 |
| Non-Discretionary | $0 | -- |
| Total | $271,925,562 | $1,380,333 |
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Separately Managed Accounts
Total SMA Asset: $271,925,562
Equity - Exchange:
12.3% Public Funds:
7.9% Corporate - Investment Grade:
31.9% U.S. Government/Agency:
9.3% Cash:
23.4% Municipal Bonds:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $851,917,219 | 12.3% |
| Public Funds | $547,166,344 | 7.9% |
| Corporate - Investment Grade | $2,209,443,844 | 31.9% |
| U.S. Government/Agency | $644,132,531 | 9.3% |
| Cash | $1,620,720,563 | 23.4% |
| Municipal Bonds | $1,052,775,751 | 15.2% |
| Total | $6,926,156,252 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT ALPHA HARBOR | RADIAL PIONEER | 0LN29MH7Z | EINM | 1.19% | $119,975,192 |
| BEACON CAPITAL | FOUNDATION FOCUS | A1YD1QE7Z | HZNF | 12.55% | $101,269,557 |
| FOCUS BEACON ZENITH | MOMENTUM ZENITH | DJVFJI4GZ | ZJFBO | 6.20% | $4,865,074 |
| CREST LEGACY NORTH | FUSION MERIDIAN | NO4I2RA4H | QAU | 11.11% | $58,546,721 |
| ELEMENT BEACON SIGNAL | FOCUS RIDGE | RVNKDXTTG | UEIFD | 9.68% | $21,799,066 |
| OPTIMA VECTOR | PATHWAY MERIDIAN | I3YVXHUJJ | JDZXT | 12.57% | $56,860,032 |
| BRIDGE FUSION | ATLAS QUANTUM | FKCJMD402 | AHJ | 4.01% | $60,993,974 |
| PRIME HORIZON GLACIER | INSIGHT LEGACY | N2A9X19WT | ZTH | 11.52% | $93,108,732 |