Firm profile

BULL STREET ADVISORS

SAVANNAH, GACRD 304058Latest ADV March 9, 2026

Bull Street Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Savannah, GA. Its latest Form ADV filing, dated March 9, 2026, reports $272M in regulatory assets under management, 1 employee, and 197 accounts.

Assets Under Management
$272M
Employees
1
Offices
--
Total Clients
109
Primary office
SAVANNAH, GA
500 COMMERCIAL COURT, SUITE 4, SAVANNAH, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMark I. Allen
CCOMark I. Allen

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
58
2
Individuals
36.7%
40
3
Pension Plans
3.7%
4
4
Charitable
3.7%
4
5
Corporations
2.8%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$272Mas of March 9, 2026
Discretionary100.0%
$272M
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$272M
Total Accounts197
10Y AUM Change+$272M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee109:1
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.