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BRUTON CHISNELL ADVISORS, LLC
CRD 293192 · SEC 801-112682
521 EAST LANCASTER AVENUE, DOWNINGTOWN, PA, 19335, United States
Phone
610-518-3900
Fax
610-518-3880
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$772.5M
Discretionary AUM
$542.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 393 | $68.0M |
| High net worth individuals | 184 | $338.1M |
| Pension/profit sharing plans | 35 | $329.8M |
| Charitable organizations | 14 | $11.9M |
| State/municipal entities | 4 | $24.6M |
States served
DE, MD, NJ, NY, NC, OH, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD