Bull Street Advisors
Firm details
- Headquarters
- Savannah, Georgia
- CRD number
- 304058
- Registered since
- May 28, 2019
- Website
- www.bullstreetadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., STIFEL NICOLAUS & CO., INC., MORGAN STANLEY & CO. LLC, SUNTRUST CAPITAL MARKETS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.58%
- Corporations / Businesses13.54%
- Individuals4.82%
- Pension & Profit Sharing Plans3.66%
- Charitable Organizations0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bull Street Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2019. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Its fee model combines percentage-of-AUM billing with fixed fees. The firm does not identify as an ESG-focused investor and is not presented as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds22%
- Investment Grade Corp Bonds7%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Mark Allen
FounderCRD 2410852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$43.2M in ETFs
100%
$43.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $7M | 91,219 | 16.12% |
Location
Savannah, GA
Chatham
Location
Savannah, GA
Headquartered in Savannah, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- Chatham
- Address
- 500 Commercial Ct
- Time zone
- ET (UTC-5)
- Office locations
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