DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bruton Chisnell Advisors, LLC
Latest filing Mar 26, 2026
First filing on the tape Feb 21, 2018 · 21 filings
SEC status approved since Jan 22, 2018
RAUM
$772M
reported, Item 5.F
Discretionary
70%
of RAUM
Private clients
53%
$406M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$193M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$772M as of Mar 26, 2026
Mar 28, 2019$289M then
HNW client RAUM$338M as of Mar 26, 2026
Mar 28, 2019$77.4M then
State-registered IARs (5.B.3)3 as of Mar 26, 2026
Mar 28, 20193 then
Employees (5.A)3 as of Mar 26, 2026
Mar 28, 20195 then
Private funds: no history
RAUM +2.3% over the last fiscal year+15% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $193MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 144derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $353,367derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 70%derivedof RAUM
- Institutional
- 47%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -8.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $58.6M, 132 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$338M44%
- Pension and profit-sharing plans$330M43%
- Individuals$68.0M8.8%
- State and municipal entities$24.6M3.2%
- Charitable organizations$11.9M1.5%
- Individual clients
- 393reported
- HNW clients
- 184reported
- Pension plan clients
- 35reported
- Charitable clients
- 14reported
- Accounts
- 2,186reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $58.6M for 132 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.53 fund_share=0.0 institutional_share=0.47 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Benjamin Culver Bruton | Downingtown, Pa | Mar 23, 2018 | 23 y | 2 |
| Michael Anthony ChisnellCertified Financial Planner | Barberton, Oh | Mar 23, 2018 | 20 y | 3 |
| James Marshall Bruton | Downingtown, Pa | Mar 23, 2018 | 28 y | 4 |
| Peter Husted | Barberton, Oh | May 8, 2026 | 11 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Peter Husted from Valmark Advisers, Inc.May 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Benjamin Culver Bruton from Bruton Financial Advisors, LLCMar 23, 2018 · RIA to RIA
- James Marshall Bruton from Bruton Financial Advisors, LLCMar 23, 2018 · RIA to RIA
- Michael Anthony Chisnell from Bruton Financial Advisors, LLCMar 23, 2018 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Bruton Financial Advisors, LLCMar 30, 2018 · Downingtown, Pa · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Culver Benjamin Bruton · Member / Chief Compliance Officercontrolsince 01/2018 · owns 25% to 50%
- Marshall James Bruton · Managing Member / Chief Executive Officercontrolsince 01/2018 · owns 25% to 50%
- Anthony Michael Chisnell · Member / Chief Investment Officercontrolsince 01/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Downingtown, Pa · principal | 4 | 1 | 0 | ||
| Barberton, Oh | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Barberton, OH1 employees
What changed
consecutive filings, newest first
- Accounts · 1,583 to 2,186Mar 26, 2025 to Mar 26, 2026
- Charity clients · 12 to 14Mar 26, 2025 to Mar 26, 2026
- Corporate clients · 9.0 to unsetMar 26, 2025 to Mar 26, 2026
- HNW clients · 197 to 184Mar 26, 2025 to Mar 26, 2026
- Individual clients · 430 to 393Mar 26, 2025 to Mar 26, 2026
- Pension plan clients · 37 to 35Mar 26, 2025 to Mar 26, 2026
- Assets in custody · $56.9M to $58.6MMar 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $477M to $543MMar 26, 2025 to Mar 26, 2026
- HNW RAUM · $259M to $338MMar 26, 2025 to Mar 26, 2026
- Individual RAUM · $98.9M to $68.0MMar 26, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $279M to $230MMar 26, 2025 to Mar 26, 2026
- Pension RAUM · $344M to $330MMar 26, 2025 to Mar 26, 2026
- RAUM · $755M to $772MMar 26, 2025 to Mar 26, 2026
- Accounts · 1,682 to 1,583Oct 18, 2024 to Mar 26, 2025
- Corporate clients · 10 to 9Oct 18, 2024 to Mar 26, 2025
- HNW clients · 149 to 197Oct 18, 2024 to Mar 26, 2025
- Individual clients · 363 to 430Oct 18, 2024 to Mar 26, 2025
- Pension plan clients · 34 to 37Oct 18, 2024 to Mar 26, 2025
- Financial planning clients · 101-250 to 101-250Oct 18, 2024 to Mar 26, 2025
- Discretionary RAUM · $421M to $477MOct 18, 2024 to Mar 26, 2025
- HNW RAUM · $253M to $259MOct 18, 2024 to Mar 26, 2025
- Individual RAUM · $58.8M to $98.9MOct 18, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $224M to $279MOct 18, 2024 to Mar 26, 2025
- Pension RAUM · $283M to $344MOct 18, 2024 to Mar 26, 2025
- RAUM · $644M to $755MOct 18, 2024 to Mar 26, 2025
- Assets in custody · unset to 56853823.0Mar 28, 2024 to Oct 18, 2024
- Custody of client assets · false to trueMar 28, 2024 to Oct 18, 2024
- Accounts · 1,409 to 1,682May 19, 2023 to Mar 28, 2024
- Charity clients · 11 to 12May 19, 2023 to Mar 28, 2024
- Corporate clients · 6 to 10May 19, 2023 to Mar 28, 2024
- HNW clients · 173 to 149May 19, 2023 to Mar 28, 2024
- Individual clients · 379 to 363May 19, 2023 to Mar 28, 2024
- Pension plan clients · 26 to 34May 19, 2023 to Mar 28, 2024
- Discretionary RAUM · $361M to $421MMay 19, 2023 to Mar 28, 2024
- HNW RAUM · $182M to $253MMay 19, 2023 to Mar 28, 2024
- Individual RAUM · $65.3M to $58.8MMay 19, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $154M to $224MMay 19, 2023 to Mar 28, 2024
- Pension RAUM · $222M to $283MMay 19, 2023 to Mar 28, 2024
- RAUM · $514M to $644MMay 19, 2023 to Mar 28, 2024
- Accounts · 1,196 to 1,409Mar 22, 2022 to Mar 27, 2023
Signals
3 dated events
- Bruton Chisnell Advisors, Llc reported RAUM $644.5M, up 25% from $514.2M (2023-05-19 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Bruton Chisnell Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 21, 2018 · Succession (Item 4) · fact
- Bruton Chisnell Advisors, Llc filed its initial SEC registration (Form ADV)Feb 21, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@bcadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 610-518-3880reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 610-518-3900reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-765-5201reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- BCADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-518-3900reportedpublic record, Form ADV, Mar 26, 2026
- Contact form
- bcadvisors.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $193Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026