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.
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SEC-registered adviser
B••• S••••• A•••••••
Legal name B••• S••••• A•••••••• L••
Latest filing Mar 9, 2026
First filing on the tape Apr 26, 2019 · 12 filings
SEC status approved since May 28, 2019
RAUM
$272M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$224M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$272M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$272M as of Mar 9, 2026
Feb 19, 2020$175M then
HNW client RAUM$211M as of Mar 9, 2026
Feb 19, 2020$158M then
State-registered IARs (5.B.3)1 as of Mar 9, 2026
Feb 19, 20201 then
Employees (5.A)1 as of Mar 9, 2026
Feb 19, 20201 then
Private funds: no history
RAUM +6.2% over the last fiscal year+5.7% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 9, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $272MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 98derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $1.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$211M78%
- Corporations and businesses$36.8M14%
- Individuals$13.1M4.8%
- Pension and profit-sharing plans$10.0M3.7%
- Charitable organizations$1.1M0.4%
- Individual clients
- 40reported
- HNW clients
- 58reported
- Pension plan clients
- 4reported
- Charitable clients
- 4reported
- Accounts
- 197reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••• I•••• A••••Certified Financial Planner | Savannah, Ga | Jun 1, 2019 | 27 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 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
- M••• I•••• A•••• from S••••••••• A•••••••• I•••Jun 1, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••• M•••• I•••• · Chief Executive Officer / Chief Compliance Officercontrolsince 04/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 183 to 197Mar 12, 2025 to Mar 9, 2026
- HNW clients · 54 to 58Mar 12, 2025 to Mar 9, 2026
- Individual clients · 44 to 40Mar 12, 2025 to Mar 9, 2026
- Pension plan clients · 3 to 4Mar 12, 2025 to Mar 9, 2026
- Discretionary RAUM · $256M to $272MMar 12, 2025 to Mar 9, 2026
- HNW RAUM · $195M to $211MMar 12, 2025 to Mar 9, 2026
- Individual RAUM · $16.8M to $13.1MMar 12, 2025 to Mar 9, 2026
- Pension RAUM · $8.9M to $10.0MMar 12, 2025 to Mar 9, 2026
- RAUM · $256M to $272MMar 12, 2025 to Mar 9, 2026
- Individual clients · 42 to 44Mar 12, 2024 to Mar 12, 2025
- Accounts · 177 to 183Mar 12, 2024 to Mar 12, 2025
- HNW clients · 55 to 54Mar 12, 2024 to Mar 12, 2025
- Financial planning clients · 1-10 to 1-10Mar 12, 2024 to Mar 12, 2025
- Discretionary RAUM · $241M to $256MMar 12, 2024 to Mar 12, 2025
- HNW RAUM · $187M to $195MMar 12, 2024 to Mar 12, 2025
- Individual RAUM · $16.2M to $16.8MMar 12, 2024 to Mar 12, 2025
- Pension RAUM · $6.9M to $8.9MMar 12, 2024 to Mar 12, 2025
- RAUM · $241M to $256MMar 12, 2024 to Mar 12, 2025
- Accounts · 170 to 177Mar 1, 2023 to Mar 12, 2024
- Charity clients · 5 to 4Mar 1, 2023 to Mar 12, 2024
- HNW clients · 53 to 55Mar 1, 2023 to Mar 12, 2024
- Individual clients · 43 to 42Mar 1, 2023 to Mar 12, 2024
- Discretionary RAUM · $230M to $241MMar 1, 2023 to Mar 12, 2024
- HNW RAUM · $178M to $187MMar 1, 2023 to Mar 12, 2024
- Individual RAUM · $15.2M to $16.2MMar 1, 2023 to Mar 12, 2024
- Pension RAUM · $6.2M to $6.9MMar 1, 2023 to Mar 12, 2024
- RAUM · $230M to $241MMar 1, 2023 to Mar 12, 2024
- Accounts · 159 to 170Mar 29, 2022 to Mar 1, 2023
- HNW clients · 55 to 53Mar 29, 2022 to Mar 1, 2023
- Individual clients · 37 to 43Mar 29, 2022 to Mar 1, 2023
- Discretionary RAUM · $246M to $230MMar 29, 2022 to Mar 1, 2023
- HNW RAUM · $194M to $178MMar 29, 2022 to Mar 1, 2023
- Individual RAUM · $13.9M to $15.2MMar 29, 2022 to Mar 1, 2023
- Pension RAUM · $4.5M to $6.2MMar 29, 2022 to Mar 1, 2023
- RAUM · $246M to $230MMar 29, 2022 to Mar 1, 2023
- Accounts · 143 to 159Apr 12, 2021 to Mar 29, 2022
- Charity clients · 4 to 5Apr 12, 2021 to Mar 29, 2022
- HNW clients · 53 to 55Apr 12, 2021 to Mar 29, 2022
- Individual clients · 32 to 37Apr 12, 2021 to Mar 29, 2022
- Pension plan clients · 4 to 3Apr 12, 2021 to Mar 29, 2022
Signals
1 dated events
- B••• S••••• A••••••• filed its initial SEC registration (Form ADV)Apr 26, 2019 · 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 phone
- 912-295-5308reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 912-441-5185reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- bullstreetadvisors.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 912-441-5185reportedpublic record, Form ADV, Mar 9, 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
- $272Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026