Bull Run Investment Management LLC

RIAState Registered
Total AUM
$56.2M
Discretionary
$56.2M
100% of AUM
Avg account
$126K
Accounts
445
Employees
1
Advisory reps
2

Firm details

Headquarters
Mclean, Virginia
CRD number
306763
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI75.23%
  • Individuals17.97%
  • Pension & Profit Sharing Plans6.8%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bull Run Investment Management LLC operates as an independent, individually owned registered investment adviser organized as an LLC. The firm manages portfolios for both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting and selecting other advisers. The firm is identified as a capital allocator, which aligns with its use of third‑party alternative managers alongside traditional products. It does not report active ESG investing and is not positioned as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 1%83%
  • Exchange Traded Equities83%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Christopher Passarelli

    Christopher Passarelli

    Founder & CEOCRD 6810007

Contacts

1 of 1
  • Eric Whittleton

    Board AdvisorCRD 7986470

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
6731 Whittier Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth