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BRUTON CHISNELL ADVISORS, LLC

DOWNINGTOWN, PA · CRD 293192 · IAPD ↗ · bcadvisors.com · 610-518-3900

$772.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
November 2024 — BRUTON CHISNELL ADVISORS, LLC now reports custody of client assets ($56.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2024 — BRUTON CHISNELL ADVISORS, LLC reported RAUM up 25% ($514.2M -> $644.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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