# Bruton Chisnell Advisors, LLC

> Bruton Chisnell Advisors, LLC is an SEC-registered investment advisory firm in Downingtown, PA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 293192
- Filed as: BRUTON CHISNELL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Downingtown, PA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293192
- AdvisorCensus page: https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192

## Quick answers

**How is Bruton Chisnell Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bruton Chisnell Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bruton Chisnell Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $500 to $2,500 (financial planning and consulting services); Hourly rate: $100 to $250 an hour (financial planning and/or consulting services); Flat fee: $500 (initial consultation). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bruton Chisnell Advisors, LLC located?**
Bruton Chisnell Advisors, LLC's principal office is in Downingtown, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Bruton Chisnell Advisors, LLC registered with the SEC or a state?**
Bruton Chisnell Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293192.

**How much does Bruton Chisnell Advisors, LLC manage?**
Bruton Chisnell Advisors, LLC reports $772,461,258 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (70% discretionary).

**How have Bruton Chisnell Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bruton Chisnell Advisors, LLC: Regulatory assets under management: $426,794,880 in the October 2021 data and $772,461,258 in the October 2026 data, up 81%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bruton Chisnell Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (393); high net worth individuals (184); pension and profit sharing plans (but not the plan participants or government pension plans) (35).

**Which custodians does Bruton Chisnell Advisors, LLC use?**
Bruton Chisnell Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Bruton Chisnell Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293192

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Flat fee: $500 to $2,500 (financial planning and consulting services)

> These fees are negotiable, but generally range from $500 to $2,500 on a fixed fee basis and/or from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services

- Hourly rate: $100 to $250 an hour (financial planning and/or consulting services)

> These fees are negotiable, but generally range from $500 to $2,500 on a fixed fee basis and/or from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services

- Flat fee: $500 (initial consultation)

> These services are only available after an initial consultation for which Bruton Chisnell usually charges a fixed fee of $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $772,461,258
- Discretionary: $542,708,178
- Non-discretionary: $229,753,080

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 393 | $67,984,669 |
| High net worth individuals | 184 | $338,133,635 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $329,774,419 |
| Charitable organizations | 14 | $11,938,150 |
| State or municipal government entities (including government pension plans) | 4 | $24,630,385 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MD, NC, NH, NJ, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Barberton, OH

### Websites listed on Form ADV (Item 1.I)
- [bcadvisors.com](https://bcadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $426,794,880 | 3 | July 6, 2021 |
| October 2022 | $476,114,520 | 3 | March 22, 2022 |
| October 2023 | $514,207,790 | 3 | May 19, 2023 |
| October 2024 | $644,459,532 | 3 | March 28, 2024 |
| October 2025 | $755,343,812 | 3 | March 26, 2025 |
| October 2026 | $772,461,258 | 3 | March 26, 2026 |

Regulatory assets under management: $426,794,880 in the October 2021 data and $772,461,258 in the October 2026 data, up 81%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bruton Chisnell Advisors, LLC (CRD 293192): Form ADV filing data as of October 2026.