# Bull Street Advisors

> Bull Street Advisors is an SEC-registered investment advisory firm in Savannah, GA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 304058
- Filed as: BULL STREET ADVISORS
- Legal name: Bull Street Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304058
- AdvisorCensus page: https://advisorcensus.com/firm/bull-street-advisors-savannah-ga-304058

## Quick answers

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

**Where is Bull Street Advisors located?**
Bull Street Advisors' principal office is in Savannah, GA, according to its Form ADV.

**Is Bull Street Advisors registered with the SEC or a state?**
Bull Street Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304058.

**How much does Bull Street Advisors manage?**
Bull Street Advisors reports $271,925,562 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Bull Street Advisors' assets and staff changed since 2021?**
In the Form ADV data for Bull Street Advisors: Regulatory assets under management: $215,343,398 in the October 2021 data and $271,925,562 in the October 2026 data, up 26%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bull Street Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (40); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Bull Street Advisors use?**
Bull Street Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Morgan Stanley & Co. LLC, Stifel, Nicolaus & Company, Incorporated and Suntrust Capital Markets, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Bull Street Advisors 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/304058

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Minimum annual fee: $2,000

> The firm's standard minimum fee is $2,000 per annum.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley & Co. LLC
- Stifel, Nicolaus & Company, Incorporated
- Suntrust Capital Markets, Inc.

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: $271,925,562
- Discretionary: $271,925,562
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $13,105,572 |
| High net worth individuals | 58 | $210,967,141 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $9,963,405 |
| Charitable organizations | 4 | $1,067,049 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 3 | $36,822,395 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $215,343,398 | 2 | April 12, 2021 |
| October 2022 | $245,757,722 | 1 | March 29, 2022 |
| October 2023 | $230,293,324 | 1 | March 1, 2023 |
| October 2024 | $241,459,428 | 1 | March 12, 2024 |
| October 2025 | $255,986,221 | 1 | March 12, 2025 |
| October 2026 | $271,925,562 | 1 | March 9, 2026 |

Regulatory assets under management: $215,343,398 in the October 2021 data and $271,925,562 in the October 2026 data, up 26%.
Total employees: 2 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bull Street Advisors (CRD 304058): Form ADV filing data as of October 2026.