Bull Street Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, and philanthropic planning. Financial planning was provided to 1–10 clients last fiscal year.
Bull Street Advisors reports 109 clients. They include 58 high-net-worth individuals, 40 individual clients, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($272M across 197 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 5% |
| High-net-worth individuals | 53% | 78% |
| Pension and profit-sharing plans | 4% | 4% |
| Charitable organizations | 4% | <1% |
| State or municipal government entities | 0% | 0% |
| Other client typesOther investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 3% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $13.1M | 4.8% | $328K |
| High-net-worth individuals | 58 | $211M | 77.6% | $3.64M |
| Pension and profit-sharing plans | Fewer than 5 | $9.96M | 3.7% | $2.49M |
| Charitable organizations | Fewer than 5 | $1.07M | 0.4% | $267K |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $36.8M | 13.5% | $12.3M |
| Total | 109 | $272M | 100% | — |
- Clients
- 40
- Regulatory AUM
- $13.1M
- AUM share
- 4.8%
- Avg. per client
- $328K
- Clients
- 58
- Regulatory AUM
- $211M
- AUM share
- 77.6%
- Avg. per client
- $3.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.96M
- AUM share
- 3.7%
- Avg. per client
- $2.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.07M
- AUM share
- 0.4%
- Avg. per client
- $267K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $36.8M
- AUM share
- 13.5%
- Avg. per client
- $12.3M
Total
- Clients
- 109
- Regulatory AUM
- $272M
- 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
- 1–10
Bull Street Advisors charges 0.40%–1.00% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M and above | 0.40% |
Fee details and sources
Mark Allen owns 75% or more of Bull Street Advisors. Mark Allen is CEO. It has 1 employee.
Leadership
- Mark AllenChief Executive Officer / Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Mark Irvin Allen
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Bull Street Advisors, LLC
Mark Allen
Control person · since April 2019
Bull Street Advisors’ regulatory assets grew from $215M (April 2021) to $272M (March 2026); clients rose from 96 to 109 and employees fell from 2 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $272M | 109 | 1 | 1 |
| March 2025 | $256M | 108 | 1 | 1 |
| March 2024 | $241M | 107 | 1 | 1 |
| March 2023 | $230M | 107 | 1 | 1 |
| March 2022 | $246M | 103 | 1 | 1 |
| April 2021 | $215M | 96 | 2 | 1 |
Besides its headquarters, Bull Street Advisors has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 500 Commercial Court, Suite 4, SavannahHQ
Contact and registration details
- Legal name
- Bull Street Advisors, LLC
- Headquarters
- 500 Commercial Court, Suite 4, Savannah, GA 31406
- Website
- bullstreetadvisors.com
- Phone
- 912-441-5185
- SEC file
- 801-116698
- Founded
- 2019
- Structure
- Georgia LLC
- Fiscal year end
- December
Bull Street Advisors uses Charles Schwab ($139M, 55%), Stifel, Nicolaus & Company ($49.1M, 20%) and Morgan Stanley ($36.1M, 14%), among others, as custodians for its separately managed accounts. Bull Street Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $139M55%
- Morgan StanleyMorgan Stanley & Co. LLC · New York, NY · $36.1M14%
- Suntrust Capital MarketsSuntrust Capital Markets, Inc. · Atlanta, GA · $27.4M11%
- Stifel, Nicolaus & CompanyStifel, Nicolaus & Company, Incorporated · St. Louis, MO · $49.1M20%
At year end, Bull Street Advisors’ separately managed accounts were mostly in stocks (65%) and funds (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $219K across 95 positions; the largest are Johnson & Johnson (5.3%), Apple Inc.. (5.1%) and TJX Companies Inc.. (4.8%).
What the accounts hold
- Stocks65%
- Funds22%
- Bonds11%
- Investment grade corporate bonds7%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash2%
Reported 13F holdings
- $219K
- Reported 13F value
- 95
- Positions
- 36.8%
- In the 10 largest
- +8.5%
- Value vs. prior quarter
- Johnson & Johnson5.3%
- Apple Inc..5.1%
- TJX Companies Inc..4.8%
- Coca-cola Company3.8%
- Costco Wholesale Corp.3.4%
- Vanguard Sh Term Bond ETF · Otr3.2%
- Vanguard Sh Term Govt ETF · Otr3.2%
- Microsoft Corporation3.0%
- Home Depot Inc..2.7%
- JPMORGAN Chase & Co2.5%
Together, the ten largest are 36.8% of reported value.
How many clients does Bull Street Advisors have?
Bull Street Advisors has 109 clients and manages $272 million for them, as of March 2026. They include 58 high-net-worth individuals, 40 individual clients, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Bull Street Advisors offer?
Bull Street Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Bull Street Advisors charge?
Bull Street Advisors charges 0.40%–1.00% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,000 annual minimum.
Which custodians does Bull Street Advisors use?
Bull Street Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $139M, Stifel, Nicolaus & Company, Incorporated (St. Louis, MO), with $49.1M, Morgan Stanley & Co. LLC (New York, NY), with $36.1M and Suntrust Capital Markets, Inc. (Atlanta, GA), with $27.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Bull Street Advisors have?
Bull Street Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Bull Street Advisors invest in?
At the end of its last fiscal year, Bull Street Advisors’ separately managed accounts held 65% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds, 3% U.S. government and agency bonds, 2% cash and equivalents and 1% 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 Bull Street Advisors?
Bull Street Advisors’ direct owner is Mark Allen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Bull Street Advisors get paid?
Bull Street Advisors is paid through a percentage of assets under management 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
Is Bull Street Advisors registered with the SEC?
Yes, Bull Street Advisors has been registered with the SEC as an investment adviser since 28 May 2019. Its CRD number is 304058 and its SEC file number is 801-116698.
Source: Form ADV Part 1A, Item 1, filed 9 March 2026; IAPD firm record
How do I contact Bull Street Advisors?
Bull Street Advisors’ main office is at 500 Commercial Court, Suite 4, Savannah, GA 31406. Its phone number is 912-441-5185. Its website is bullstreetadvisors.com.