# Bruno Mountain Advisory, LLC

> Bruno Mountain Advisory, LLC is a state-registered investment advisory firm in Bend, OR, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 327235
- Filed as: BRUNO MOUNTAIN ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327235
- AdvisorCensus page: https://advisorcensus.com/firm/bruno-mountain-advisory-llc-bend-or-327235

## Quick answers

**How is Bruno Mountain Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bruno Mountain Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Bruno Mountain Advisory, LLC located?**
Bruno Mountain Advisory, LLC's principal office is in Bend, OR, according to its Form ADV.

**Is Bruno Mountain Advisory, LLC registered with the SEC or a state?**
Bruno Mountain Advisory, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327235.

**How much does Bruno Mountain Advisory, LLC manage?**
Bruno Mountain Advisory, LLC reports $37,169,095 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (85% discretionary).

**What types of clients does Bruno Mountain Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (19).

**Does Bruno Mountain Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327235

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $37,169,095
- Discretionary: $31,746,402
- Non-discretionary: $5,422,693

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,400,000 |
| High net worth individuals | 31 | $32,769,095 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brunomountainadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bruno Mountain Advisory, LLC (CRD 327235): Form ADV filing data as of October 2026.