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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BULL CITY ADVISORS, LLC

CRD 162049

DURHAM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02b8b9ec-e66d-3f7d-e568-19de258ed983

Data as of Jun 29, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2012 to Jun 29, 2020
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $119MItem 5.F on the latest filing (2020-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $119M
Private client RAUM: $119MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 54
Individual clients: 17
High net worth clients: 37
Custody, client assets: $2.9M
SEC number: 801-74563
CRD: 162049
Filings on the tape: 18
First filed: Mar 9, 2012
Latest filed: Jun 29, 2020
Organised: Limited Liability Company, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARSON, SUSAN, MCKENZIE	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	10/2012	Mar 9, 2012	Jun 29, 2020

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Feb 25, 2020	$119M	$119M	3	1	0	n/a	n/a
2018	Mar 5, 2019	$106M	$106M	3	1	1	n/a	n/a
2017	Mar 2, 2018	$154M	$154M	4	2	1	n/a	n/a
2016	Feb 8, 2017	$137M	$137M	4	2	n/a	n/a	n/a
2015	Jan 27, 2016	$123M	$123M	4	2	n/a	n/a	n/a
2014	Jan 28, 2015	$134M	$134M	4	2	n/a	n/a	n/a
2013	Jan 21, 2014	$139M	$139M	3	1	n/a	n/a	n/a
2012	Jan 29, 2013	$119M	$119M	4	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$119M	$106M	12.5%	$137M	-4.7%	3	3	0	1

Relationships

Controls (1)

← CARSON, SUSAN, MCKENZIEOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 9, 2012 to presentfactForm ADV

Registered with (1)

← MICHAEL CLARK TROYAdvisorregistration: previous registration
Feb 27, 2013 to Aug 26, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02b8b9ec-e66d-3f7d-e568-19de258ed983
First observed: Mar 9, 2012
Last observed: Jun 29, 2020 75 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BULL CITY ADVISORS, LLC

CRD 162049

DURHAM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02b8b9ec-e66d-3f7d-e568-19de258ed983

Data as of Jun 29, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:03 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARSON, SUSAN, MCKENZIE

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

10/2012

Mar 9, 2012

Jun 29, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Feb 25, 2020

$119M

n/a

2018

Mar 5, 2019

$106M

n/a

2017

Mar 2, 2018

$154M

n/a

2016

Feb 8, 2017

$137M

n/a

2015

Jan 27, 2016

$123M

n/a

2014

Jan 28, 2015

$134M

n/a

2013

Jan 21, 2014

$139M

n/a

2012

Jan 29, 2013

$119M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$119M

$106M

12.5%

$137M

-4.7%