{"url":"https://nivawealth.com/firms/bruni-j-v-and-co-106644","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106644","regulatoryAum":1097907374,"crd":"106644","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1303868","suffix":null,"lastName":"BRUNI","firstName":"JEROME","middleName":"VINCENT"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-24","regulatoryAum":674635135,"clients":403,"employees":5,"offices":1},{"filedOn":"2022-04-11","regulatoryAum":842078324,"clients":392,"employees":5,"offices":1},{"filedOn":"2023-03-20","regulatoryAum":748294401,"clients":384,"employees":5,"offices":1},{"filedOn":"2024-06-05","regulatoryAum":865301535,"clients":388,"employees":5,"offices":1},{"filedOn":"2025-04-17","regulatoryAum":946856961,"clients":385,"employees":5,"offices":1},{"filedOn":"2026-03-19","regulatoryAum":1097907374,"clients":386,"employees":5,"offices":1}],"secFileNumber":"801-42242","legalName":"Bruni 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bruni J V & Co offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bruni J V & Co charge?","answer":"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.","source":"FORM ADV PART 2A 3-19-2026, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bruni J V & Co use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bruni J V & Co have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bruni J V & Co invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Bruni J V & Co have a minimum investment?","answer":"Yes, Bruni J V & Co’s minimum account size for its Investment Supervisory Services is $300K.","source":"FORM ADV PART 2A 3-19-2026, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Bruni J V & Co?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bruni J V & Co get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bruni J V & Co?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}