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BRUNI J V & CO
CRD 106644File 801-42242
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.10B
Clients
386
662 accounts
Employees
5
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 3, 1992
- Principal office
- 1528 N TEJON STREET, COLORADO SPRINGS, CO, 80907-7439
- Phone
- 719-575-9880
- Website
- HTTPS://WWW.JVBRUNI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 662
- Non-discretionary accounts
- 0
- Total accounts
- 662
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $185.6M |
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 263 | $831.1M |
| Pension and profit sharing plans | Fewer than 5 | $12.2M |
| Individuals (other than high net worth individuals) | 123 | $67.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 385 | 386 | increased by1 |
| Apr 1, 2026 | AUM | $946,856,961 | $1,097,907,374 | increased by$151,050,413 |
| Apr 1, 2026 | Accounts | 653 | 662 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 392 | 385 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $842,078,324 | $946,856,961 | increased by$104,778,637 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 644 | 653 | increased by9 |
| Apr 1, 2022 | Clients | 403 | 392 | decreased by11 |
| Apr 1, 2022 | AUM | $674,635,135 | $842,078,324 | increased by$167,443,189 |
| Apr 1, 2022 | Accounts | 652 | 644 | decreased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRUNI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRUNI” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.