Bruni J V & Co provides portfolio management for individuals and small businesses and portfolio management for institutions.
Bruni J V & Co reports 386 clients. They include 263 high-net-worth individuals and 123 individual clients. Of its assets, 100.0% ($1.1B across 662 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 6% |
| High-net-worth individuals | 68% | 76% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 17% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 123 | $67.6M | 6.2% | $550K |
| High-net-worth individuals | 263 | $831M | 75.7% | $3.16M |
| Pension and profit-sharing plans | Fewer than 5 | $12.2M | 1.1% | — |
| Charitable organizations | Fewer than 5 | $1.38M | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $186M | 16.9% | — |
| Total | 386 | $1.1B | 100% | — |
- Clients
- 123
- Regulatory AUM
- $67.6M
- AUM share
- 6.2%
- Avg. per client
- $550K
- Clients
- 263
- Regulatory AUM
- $831M
- AUM share
- 75.7%
- Avg. per client
- $3.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.2M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.38M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $186M
- AUM share
- 16.9%
- Avg. per client
- —
Total
- Clients
- 386
- Regulatory AUM
- $1.1B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bruni J V & Co charges 0.50%–1.25% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $300,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$3M | 1.00% |
| $3M–$10M | 0.75% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Limited advice and other services
- Services other than Investment Supervisory Services may be charged at $300 per hour or a fixed fee.
Jerome Bruni owns 75% or more of Bruni J V & Co. The leadership team of Bruni J V & Co includes President John Brock and Chief Compliance Officer Jerome Bruni. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Bruni J V & Co
Jerome Bruni
Control person · since June 1992
Bruni J V & Co’s regulatory assets grew 1.6× from $675M (March 2021) to $1.1B (March 2026); clients were 386 in both filings and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.1B | 386 | 5 | 1 |
| Apr 2025April 2025 | $947M | 385 | 5 | 1 |
| Jun 2024June 2024 | $865M | 388 | 5 | 1 |
| Mar 2023March 2023 | $748M | 384 | 5 | 1 |
| Apr 2022April 2022 | $842M | 392 | 5 | 1 |
| Mar 2021March 2021 | $675M | 403 | 5 | 1 |
Besides its headquarters, Bruni J V & Co has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 1528 N Tejon Street, Colorado SpringsHQ
Contact and registration details
- Legal name
- Bruni J V & Co
- Headquarters
- 1528 N Tejon Street, Colorado Springs, CO 80907-7439
- Website
- jvbruni.com
- Phone
- 719-575-9880
- SEC file
- 801-42242
- Founded
- 1992
- Structure
- Colorado corporation
- Fiscal year end
- December
Bruni J V & Co’s named custodian for separately managed accounts is Charles Schwab ($1.1B). Bruni J V & Co does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.1B100%
At year end, Bruni J V & Co’s separately managed accounts were mostly in stocks (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.1B across 33 positions; the largest are Dell Technologies Inc. (9.6%), Brookfield Corp. (8.1%) and Affiliated Managers Group Inc. (6.5%).
What the accounts hold
- Stocks88%
- Funds5%
- Cash7%
How many clients does Bruni J V & Co have?
Bruni J V & Co has 386 clients and manages $1.1 billion for them, as of March 2026. They include 263 high-net-worth individuals and 123 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Bruni J V & Co offer?
Bruni J V & Co provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bruni J V & Co charge?
Bruni J V & Co charges 0.50%–1.25% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $300,000.
Which custodians does Bruni J V & Co use?
Bruni J V & Co’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.1B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Bruni J V & Co have?
Bruni J V & Co has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bruni J V & Co invest in?
At the end of its last fiscal year, Bruni J V & Co’s separately managed accounts held 88% exchange-traded equities, 7% cash and equivalents and 5% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Bruni J V & Co have a minimum investment?
Yes, Bruni J V & Co’s minimum account size for its Investment Supervisory Services is $300K.
Who owns Bruni J V & Co?
Bruni J V & Co’s direct owner is Jerome Bruni (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Bruni J V & Co get paid?
Bruni J V & Co is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bruni J V & Co?
Bruni J V & Co’s main office is at 1528 N Tejon Street, Colorado Springs, CO 80907-7439. Its phone number is 719-575-9880. Its website is jvbruni.com.