{"url":"https://nivawealth.com/firms/bruton-chisnell-advisors-293192","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/293192","regulatoryAum":772461258,"crd":"293192","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4480874","suffix":null,"lastName":"BRUTON","firstName":"BENJAMIN","middleName":"CULVER"},{"crd":"3010121","suffix":null,"lastName":"BRUTON","firstName":"JAMES","middleName":"MARSHALL"},{"crd":"5125517","suffix":"Jr.","lastName":"Chisnell","firstName":"Michael","middleName":"Anthony"},{"crd":"7618451","suffix":null,"lastName":"Husted","firstName":"Peter","middleName":null}],"total":4,"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":"2021-07-06","regulatoryAum":426794880,"clients":449,"employees":3,"offices":2},{"filedOn":"2022-03-22","regulatoryAum":476114520,"clients":487,"employees":3,"offices":2},{"filedOn":"2023-05-19","regulatoryAum":514207790,"clients":599,"employees":3,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":644459532,"clients":572,"employees":3,"offices":2},{"filedOn":"2025-03-26","regulatoryAum":755343812,"clients":689,"employees":3,"offices":2},{"filedOn":"2026-03-26","regulatoryAum":772461258,"clients":630,"employees":3,"offices":2}],"secFileNumber":"801-112682","legalName":"Bruton Chisnell Advisors, LLC","displayName":"Bruton Chisnell Advisors","slug":"bruton-chisnell-advisors-293192","website":"https://bcadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"521 East Lancaster Avenue","city":"Downingtown","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19335"},"tradeNames":[],"registration":{"secApproved":"22 January 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":703844.5476603119,"staff":{"employees":3,"advisory":3,"brokerDealerReps":3,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":772461258,"discretionary":542708178,"discretionaryAccounts":2151,"nonDiscretionary":229753080,"nonDiscretionaryAccounts":35,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":393,"regulatoryAum":67984669},{"label":"High-net-worth individuals","clients":184,"regulatoryAum":338133635},{"label":"Pension and profit-sharing plans","clients":35,"regulatoryAum":329774419},{"label":"Charitable organizations","clients":14,"regulatoryAum":11938150},{"label":"State or municipal government entities","clients":4,"fewerThan5":true,"regulatoryAum":24630385}],"feePrograms":[{"role":"main","program":"Investment management fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027813","versionId":1027813,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-26","documentName":"BRUTON CHISNELL ADVISORS, LLC DISCLOSURE BROCHURE","fee_rate_low":0.3,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027813","versionId":1027813,"submittedOn":"2026-03-26","documentName":"BRUTON CHISNELL ADVISORS, LLC DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:29:58.420923+00:00","documents":[{"name":"BRUTON CHISNELL ADVISORS, LLC DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027813","versionId":1027813,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"Fidelity Distributors Company LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":772461258}],"custodyNote":"Bruton Chisnell Advisors has custody of $58.6M in client assets for 132 clients.","otherCustodians":[],"leadership":[{"name":"Michael Chisnell","title":"Managing Member / Chief Executive Officer","crd":"5125517"},{"name":"Benjamin Bruton","title":"Member / Chief Compliance Officer","crd":"4480874"},{"name":"James Bruton","title":"Member / Chief Investment Officer","crd":"3010121"}],"ownership":[{"label":"Benjamin Bruton","detail":"Member / chief compliance officer in the 25% to 50% ownership band and a control person, since January 2018."},{"label":"James Bruton","detail":"Member / chief investment officer in the 25% to 50% ownership band and a control person, since January 2018."},{"label":"Michael Chisnell","detail":"Managing member / chief executive officer in the 25% to 50% ownership band and a control person, since January 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"86 Conservatory Drive","city":"Barberton"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"521 East Lancaster Avenue","city":"Downingtown","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-518-3900","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":85},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/293192/PDF/293192.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027813","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bruton Chisnell Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bruton Chisnell Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bruton Chisnell Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bruton Chisnell Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bruton Chisnell Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bruton Chisnell Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bruton Chisnell Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bruton Chisnell Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bruton Chisnell Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}