DOWNINGTOWN, PACRD 293192Latest ADV March 26, 2026
Bruton Chisnell Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Downingtown, PA. Its latest Form ADV filing, dated March 26, 2026, reports $772M in regulatory assets under management, 3 employees, 1 office, and 2,186 accounts.
Assets Under Management
$772M
Employees
3
Offices
1 office
Total Clients
630
Primary office
DOWNINGTOWN, PA
521 EAST LANCASTER AVENUE, DOWNINGTOWN, PA, United States
Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
393
2
HNWI
29.2%
184
3
Pension Plans
5.6%
35
4
Charitable
2.2%
14
5
Government
0.6%
4
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$772Mas of March 26, 2026
Discretionary70.3%
$543M
70% of total RAUM70.3%
Non-discretionary29.7%
$230M
30% of total RAUM29.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$772M
Total Accounts2,186
10Y AUM Change+$397M (+105.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee210:1
10Y Employee Change-2 (-40.0%)
* 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.