Wealth manager, independent · Downingtown, PA
Bruton Chisnell Advisors, LLC
SEC-registered investment adviser · CRD 293192 · SEC 801-112682
At a glance
Bruton Chisnell Advisors, LLC is an SEC-registered investment adviser based in Downingtown, Pennsylvania, with $772 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 577 individual clients. By Form ADV it is a wealth manager, ranked 1,975th of 8,915 wealth managers and 6,225th of 17,210 SEC-registered advisers by assets.
Main office 610-518-3900bcadvisors.comAs filed on Form ADV
- Regulatory AUM
- $772M
- Rank among wealth managers
- #1,975 of 8,915
- Rank among all SEC RIAs
- #6,225 of 17,210
- Rank in Pennsylvania
- #220 of 564
- Individual clients
- 577
- High-net-worth clients
- 184
- Accounts
- 2,186
- Discretionary
- 70% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Benjamin C. BrutonMember / Chief Compliance Officer
- James M. BrutonMember / Chief Investment Officer
- Michael A. ChisnellManaging Member / Chief Executive Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Bruton Chisnell Advisors, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Valmark Securities as the broker-dealer its advisers are registered with.
Under this arrangement, the Firm’s Supervised Persons, in their individual capacities as registered representatives of Valmark Securities, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 184 | $338M | 44% |
| Pension and profit sharing plans | 35 | $330M | 43% |
| Individuals | 393 | $68M | 9% |
| State or municipal government entities | 4 | $25M | 3% |
| Charitable organizations | 14 | $12M | 2% |
Disciplinary disclosures
Bruton Chisnell Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bcadvisors.com ↗
AtlasMembers
The full record on Bruton Chisnell Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 4,202 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bruton Chisnell Advisors, LLC manage?
Bruton Chisnell Advisors, LLC reports $772 million in regulatory assets under management across 2,186 accounts, 70% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Bruton Chisnell Advisors, LLC?
Bruton Chisnell Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Bruton Chisnell Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($338 million, 184 clients); pension and profit sharing plans ($330 million, 35 clients); individuals ($68 million, 393 clients).
Does Bruton Chisnell Advisors, LLC have any disciplinary history?
Bruton Chisnell Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bruton Chisnell Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →