Bush Capital Management, LLC

RIASEC Registered
Total AUM
$413K
Discretionary
$413K
100% of AUM
Avg account
$103K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
297742
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Bush Capital Management, LLC is a very small, independent registered investment adviser operating as an LLC and run by an individual owner. The firm acts as a capital allocator for a compact client base of individuals and families, providing financial planning and portfolio management for both individual/small-business clients and business or institutional clients. Its advisory services also include selection of other advisers and the publication of periodicals or newsletters, signaling a model that blends investment management with curated third‑party manager selection. Investment activity centers on listed equities, with a clear preference for exchange‑traded instruments. The firm is not identified as an active ESG investor and is not structured as a multi‑state adviser. Fee arrangements are flexible: percentage of AUM, hourly billing, subscription fees and fixed fees are all used depending on client needs. Custody and execution are routed through Interactive Brokers LLC, which aligns with a low‑friction trading approach and direct access to exchange‑traded products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Clarence Bush

    Chief Investment Officer and Managing DirectorCRD 1618495

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth