← Directory
BRUTON CHISNELL ADVISORS, LLC
CRD 293192File 801-112682
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$772.5M
Above cohort median (national)
Discretionary AUM
$542.7M
Non-discretionary $229.8M
Clients
630
2,186 accounts
Employees
3
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 22, 2018
- Principal office
- 521 EAST LANCASTER AVENUE, DOWNINGTOWN, PA, 19335
- Phone
- 610-518-3900
- Website
- HTTPS://WWW.BCADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $772.5M
- Discretionary AUM
- $542.7M
- Non-discretionary AUM
- $229.8M
- Discretionary accounts
- 2,151
- Non-discretionary accounts
- 35
- Total accounts
- 2,186
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $11.9M |
| High net worth individuals | 184 | $338.1M |
| Pension and profit sharing plans | 35 | $329.8M |
| State or municipal government entities | Fewer than 5 | $24.6M |
| Individuals (other than high net worth individuals) | 393 | $68.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.