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BRUNI J V & CO

COLORADO SPRINGS, CO · CRD 106644 · IAPD ↗ · jvbruni.com · 719-575-9880

$1.10BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — BRUNI J V & CO crossed $1B in regulatory AUM ($946.9M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — BRUNI J V & CO notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — BRUNI J V & CO notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — BRUNI J V & CO notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.