← Directory
BULL STREET ADVISORS
Legal name: BULL STREET ADVISORS, LLC
CRD 304058File 801-116698
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$271.9M
Below cohort median (national)
Discretionary AUM
$271.9M
Clients
109
197 accounts
Employees
1
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 28, 2019
- Principal office
- 500 COMMERCIAL COURT, SUITE 4, SAVANNAH, GA, 31406
- Phone
- 912-441-5185
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.9M
- Discretionary AUM
- $271.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 197
- Non-discretionary accounts
- 0
- Total accounts
- 197
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $36.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $1.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 58 | $211.0M |
| Pension and profit sharing plans | Fewer than 5 | $10.0M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 40 | $13.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.