Bruton Chisnell Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Bruton Chisnell Advisors reports 630 clients. They include 393 individual clients, 184 high-net-worth individuals, and 35 pension and profit-sharing plans. Of its assets, 70.3% ($543M across 2,151 accounts) are managed with discretion; $230M across 35 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 9% |
| High-net-worth individuals | 29% | 44% |
| Pension and profit-sharing plans | 6% | 43% |
| Charitable organizations | 2% | 2% |
| State or municipal government entities | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 393 | $68M | 8.8% | $173K |
| High-net-worth individuals | 184 | $338M | 43.8% | $1.84M |
| Pension and profit-sharing plans | 35 | $330M | 42.7% | $9.42M |
| Charitable organizations | 14 | $11.9M | 1.5% | $853K |
| State or municipal government entities | Fewer than 5 | $24.6M | 3.2% | $6.16M |
| Total | 630 | $772M | 100% | — |
- Clients
- 393
- Regulatory AUM
- $68M
- AUM share
- 8.8%
- Avg. per client
- $173K
- Clients
- 184
- Regulatory AUM
- $338M
- AUM share
- 43.8%
- Avg. per client
- $1.84M
- Clients
- 35
- Regulatory AUM
- $330M
- AUM share
- 42.7%
- Avg. per client
- $9.42M
- Clients
- 14
- Regulatory AUM
- $11.9M
- AUM share
- 1.5%
- Avg. per client
- $853K
- Clients
- Fewer than 5
- Regulatory AUM
- $24.6M
- AUM share
- 3.2%
- Avg. per client
- $6.16M
Total
- Clients
- 630
- Regulatory AUM
- $772M
- 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
- Financial planning clients last fiscal year
- 101–250
Bruton Chisnell Advisors charges 0.30%–1.00% a year for its Investment management fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Fixed fees of $500 to $2,500, or hourly rates of $100 to $250, depending on the scope and the professional; negotiable, with an initial consultation usually a fixed $500 fee.
Benjamin Bruton owns 25% to 50% of Bruton Chisnell Advisors. Michael Chisnell is CEO; the leadership team includes Chief Investment Officer James Bruton and Chief Compliance Officer Benjamin Bruton. It has 3 employees.
Leadership
Michael ChisnellManaging Member / Chief Executive Officer
Benjamin BrutonMember / Chief Compliance Officer
James BrutonMember / Chief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 25% to 50% of Bruton Chisnell Advisors, LLC
Benjamin Bruton
Control person · since January 2018
- Owns 25% to 50% of Bruton Chisnell Advisors, LLC
James Bruton
Control person · since January 2018
- Owns 25% to 50% of Bruton Chisnell Advisors, LLC
Michael Chisnell
Control person · since January 2018
Bruton Chisnell Advisors’ regulatory assets grew 1.8× from $427M (July 2021) to $772M (March 2026); clients rose from 449 to 630 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $772M | 630 | 3 | 2 |
| March 2025 | $755M | 689 | 3 | 2 |
| March 2024 | $644M | 572 | 3 | 2 |
| May 2023 | $514M | 599 | 3 | 2 |
| March 2022 | $476M | 487 | 3 | 2 |
| July 2021 | $427M | 449 | 3 | 2 |
Besides its headquarters, Bruton Chisnell Advisors has 1 office, with 2 listed addresses in Ohio and Pennsylvania.
Ohio · 1 listed address
- 86 Conservatory Drive, Barberton
Pennsylvania · 1 listed address
- 521 East Lancaster Avenue, DowningtownHQ
Contact and registration details
- Legal name
- Bruton Chisnell Advisors, LLC
- Headquarters
- 521 East Lancaster Avenue, Downingtown, PA 19335
- Website
- bcadvisors.com
- Phone
- 610-518-3900
- SEC file
- 801-112682
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Bruton Chisnell Advisors uses Fidelity ($772M) as custodian for its separately managed accounts. Bruton Chisnell Advisors has custody of $58.6M in client assets for 132 clients.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $772M100%
At year end, Bruton Chisnell Advisors’ separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks8%
- Funds85%
- Bonds2%
- Cash5%
How many clients does Bruton Chisnell Advisors have?
Bruton Chisnell Advisors has 630 clients and manages $772 million for them, as of March 2026. They include 393 individual clients, 184 high-net-worth individuals, and 35 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Bruton Chisnell Advisors offer?
Bruton Chisnell Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bruton Chisnell Advisors charge?
Bruton Chisnell Advisors charges 0.30%–1.00% a year for its Investment management fee. The fee is billed in advance and is negotiable.
Source: BRUTON CHISNELL ADVISORS, LLC DISCLOSURE BROCHURE, filed 26 March 2026
Which custodians does Bruton Chisnell Advisors use?
Bruton Chisnell Advisors’ separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $772M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Bruton Chisnell Advisors have?
Bruton Chisnell Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are 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 Bruton Chisnell Advisors invest in?
At the end of its last fiscal year, Bruton Chisnell Advisors’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 5% cash and equivalents and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bruton Chisnell Advisors?
Bruton Chisnell Advisors’ direct owners are Benjamin Bruton, James Bruton and Michael Chisnell, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Bruton Chisnell Advisors get paid?
Bruton Chisnell Advisors 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 Bruton Chisnell Advisors?
Bruton Chisnell Advisors’ main office is at 521 East Lancaster Avenue, Downingtown, PA 19335. Its phone number is 610-518-3900. Its website is bcadvisors.com.