Bull Street Advisors, LLC (Rincon)

Bull Street Advisors, LLC is a large advisory firm based in Rincon. It manages $163.45 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 3 other states.

Bull Street Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bull Street Advisors: assets under management

The assets under management (AUM) of Bull Street Advisors, LLC is $163.45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $163.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each.

Investments

The firm invests in exchange traded securities the most. They account for 52% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 20% of the firm’s portfolio. Investments in investment and business development companies form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bull Street Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bull Street Advisors serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Bull Street Advisors is individuals with 59 clients and $155.48 million of assets under management. Among the 7 most similar advisory firms, Bull Street Advisors has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $163.45 million for 71 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bull Street Advisors doesn't advise any private funds.

Careers at Bull Street Advisors, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Irvin Allen	Chief executive officer / chief compliance officer	1 Apr 2019	75% - 100%	2410852

Based in Rincon

The principal office where Bull Street Advisors, LLC performs its advisory services is located at 810 Towne Park Drive, Rincon, GA 31326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 912-441-5185. The normal business hours are 9am - 5pm on Monday - Friday.