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The fee is billed in advance, is negotiable and has a $2,000 annual minimum.","source":"BULL STREET ADVISORS ADV PART 2, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bull Street Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bull Street Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bull Street Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bull Street Advisors?","answer":"Bull Street Advisors’ direct owner is Mark Allen (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bull Street Advisors get paid?","answer":"Bull Street Advisors is paid through a percentage of assets under management and fixed fees. 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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."}