Fee-only adviser · McLean, VA
Bull Run Investment Management LLC
Bull Run Investment Management LLC is a fee-only investment adviser registered with the securities regulators of California, District of Columbia, Florida, Maryland, North Carolina, Texas, Virginia, with its main office in McLean, Virginia. On its latest Form ADV, filed October 22, 2026, it reports $56M in regulatory assets under management, 101 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, District of Columbia, Florida, Maryland, North Carolina, Texas, Virginia |
|---|---|
| Firm CRD number | 306763 |
| Office | 6731 Whittier Avenue Suite #200 McLean, VA 22101 |
| Phone | (703) 344-6844 |
| Website | www.bullrunim.com |
| Regulatory assets under management | $56M |
| Individual clients | 77 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in McLean
- Bogart Wealth, LLC $3.2B
- West Financial Services, Inc. $2.8B
- Andersen $6.3B
- Brown | Miller Wealth Management, LLC $991M
- Centurion Wealth Management $786M
- Olio Financial Planning $601M
See all 26 fee-only advisers in McLean →
Nearby
- Tysons 2 firms
- Tysons Corner 1 firm
- Vienna 15 firms
- Cabin John 1 firm
- Potomac 1 firm
- Great Falls 2 firms
- Reston 16 firms
- Falls Church 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Bull Run Investment Management LLC? Update this listing.