Bull Street Advisors, Llc
- Regulatory AUM
- $272M
- Discretionary
- $272M
- Clients
- 109
- Avg AUM / client
- $2.5M
- Accounts
- 197
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $13.1M | 4.82% |
| High net worth individuals | 58 | $211M | 77.6% |
| Pension and profit sharing plans | 4 | $10.0M | 3.66% |
| Charitable organizations | 4 | $1.1M | 0.39% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 3 | $36.8M | 13.5% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Irvin Allen | Chief Executive Officer / Chief Compliance Officer | CFP | Apr 2019 (7y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $139M (51% of AUM) Mar 2026
- Stifel, Nicolaus & Company, Incorporated $49.1M (18% of AUM) Mar 2026
- Morgan Stanley $36.1M (13% of AUM) Mar 2026
- Suntrust Capital Markets, Inc. $27.4M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗