DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 293192
DOWNINGTOWN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES MARSHALL BRUTON | n/a | DOWNINGTOWN, PA | 8 | 28 | 4 | yes |
| BENJAMIN CULVER BRUTON | n/a | DOWNINGTOWN, PA | 8 | 23 | 2 | yes |
| Michael Anthony Chisnell | Certified Financial Planner | Barberton, OH | DOWNINGTOWN, PA | 8 | 20 | 3 | yes |
| Peter Husted | n/a | Barberton, OH | DOWNINGTOWN, PA | 0 | 11 | 1 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRUTON, BENJAMIN, CULVER | MEMBER / CHIEF COMPLIANCE OFFICER | C | yes | 01/2018 | Feb 21, 2018 | Oct 18, 2024 |
| BRUTON, JAMES, MARSHALL | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | C | yes | 01/2018 | Feb 21, 2018 | Oct 18, 2024 |
| Chisnell, Michael, Anthony | MEMBER / CHIEF INVESTMENT OFFICER | C | yes | 01/2018 | Feb 21, 2018 | Oct 18, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Barberton | Oh | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $772M | $543M | 3 | 3 | 1 | n/a | n/a |
| 2024 | Mar 26, 2025 | $755M | $477M | 3 | 3 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $644M | $421M | 3 | 3 | 1 | n/a | n/a |
| 2022 | Mar 27, 2023 | $514M | $361M | 3 | 3 | 1 | n/a | n/a |
| 2021 | Mar 22, 2022 | $476M | $355M | 3 | 3 | 1 | n/a | n/a |
| 2020 | Mar 26, 2021 | $427M | $304M | 3 | 3 | 1 | n/a | n/a |
| 2019 | Mar 27, 2020 | $344M | $240M | 5 | 4 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $289M | $149M | 5 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $772M | $755M | 2.3% | $514M | 14.5% | 3 | 3 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BRUTON FINANCIAL ADVISORS, LLC | 3 | Mar 30, 2018 | Mar 23, 2018 | DOWNINGTOWN, PA | Firm absorbed | RIA to RIA | 100.0% |