Bunting Capital Management Inc (Norfolk)

Name: Bunting Capital Management Inc
Address: 440 Monticello Ave, Suite 1620, Norfolk, VA, 23510
Telephone: 757-456-2200

Bunting Capital Management Inc is a large advisory firm based in Norfolk. It manages $125 million of regulatory assets for 530 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of North Carolina and Virginia.

Bunting Capital Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational radio show. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bunting Capital Management: assets under management

The assets under management (AUM) of Bunting Capital Management Inc is $125 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 374% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $125 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.85 thousand each.

Investments

The firm invests in other assets the most. They account for 60% of the total AUM. The second-largest asset type is exchange traded securities, which make up 35% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bunting Capital Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kevin John Zywna serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Kevin John Zywna is individuals with 160 clients and $84.8 million of assets under management. Among the 14 most similar advisory firms, Bunting Capital Management has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $124.8 million for 190 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.

Bunting Capital Management doesn't advise any private funds.

Careers at Bunting Capital Management Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives 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.

Kevin John Zywna has been acting as President since 1 Jan 2016. Daniel Charles Bunting joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Charles Bunting	President	1 Jul 1995	75% - 100%	1239902
Kevin John Zywna	Chief compliance officer	1 Mar 2007	Other	2965258
Kevin John Zywna	President/cco	1 Jan 2016	75% - 100%	2965258

Based in Norfolk

The principal office where Bunting Capital Management Inc performs its advisory services is located at 440 Monticello Ave, Suite 1620, Norfolk, VA 23510, 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 757-456-2200 or by fax 757-456-9854. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at wealthwayadvisors.com.