LP Profile

Bruton Chisnell Advisors

Also known as bruton chisnell

Wealth ManagerDowningtown, United StatesFounded 2018
$773M
Assets Under Management
Downingtown
Headquarters
Investment Focus

About Bruton Chisnell Advisors

Bruton Chisnell Advisors is a financial services firm based in Downingtown, Pennsylvania, with a stated history of more than 40 years and a 2018 founding date in the given records. It reports about $772.5 million in assets under management. For individual clients it offers wealth planning, asset management and life insurance. For institutional clients it offers retirement planning services, qualified and non-qualified retirement plans and endowment fund management. It also provides programs for professional partners, including continuing education for accountants and attorneys, and maintains a financial advisory board. The firm describes its investment philosophy and community involvement on its site.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bruton Chisnell Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$772.5M
Total Clients
2,186
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Bruton Chisnell Advisors?

Bruton Chisnell Advisors is a wealth manager based in Downingtown, United States, managing approximately $773M in assets.

Where is Bruton Chisnell Advisors headquartered?

Bruton Chisnell Advisors is headquartered in Downingtown, United States.

How much does Bruton Chisnell Advisors manage?

Bruton Chisnell Advisors manages approximately $773M in assets under management.

When was Bruton Chisnell Advisors founded?

Bruton Chisnell Advisors was founded in 2018.

How can I contact Bruton Chisnell Advisors?

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