Brunson Advisors LLC is an adviser based in Richmond. It manages $46.42 million of regulatory assets for 591 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Virginia.
Brunson Advisors provides portfolio management for individuals and small businesses, publication of newsletters, and investment consultation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brunson Advisors LLC is $46.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brunson Advisors LLC for their services and products based on a percentage of assets under management and hourly charges. 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.
The principal office where Brunson Advisors LLC performs its advisory services is located at 10800 Midlothian Turnpike, Richmond, VA 23235, 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 804-423-2222 or by fax 804-423-7386. The normal business hours are 9:00 a.m. to 4:30 p.m. on Monday - Friday.