Broad Run Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated March 20, 2026, reports $682M in regulatory assets under management, 6 employees, and 140 accounts.
Assets Under Management
$682M
Employees
6
Offices
--
Total Clients
140
Primary office
ARLINGTON, VA
1530 WILSON BLVD, SUITE 530, ARLINGTON, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.3% of total clients.
Top client categories% of clientsClients
1
HNWI
79.3%
111
2
Individuals
14.3%
20
3
Charitable
5.0%
7
4
Investment Cos.
0.7%
1
5
Pooled Investment Vehicles
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$682Mas of March 20, 2026
Discretionary100.0%
$682M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$682M
Total Accounts140
10Y AUM Change$-2.1B (-75.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.