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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-20-2017
- Office Locations
- 1
Office Locations
About Bush River Trust, LLC
Bush River Trust, LLC is a fee-only fiduciary RIA providing strategic financial planning and ongoing implementation for individuals, entrepreneurs, and nonprofits. The firm uses low-cost indexing, primarily via exchange-traded funds, to build globally diversified portfolios sized to client needs rather than market timing, with a focus on keeping expenses down. Led by Wilson Taliaferro, with experience advising closely held businesses and healthcare technology startups.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 73 clients, or 73 clients per representative. That equates to $315.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bush River Trust, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILSON CROSBY TALIAFERRO
Chief Compliance Officer, Managing Member
- CRD
- #6219216
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,037,684 | -- |
| Total | $23,037,684 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bush River Trust, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.