BA
CFA
BA
CFA

Bryan Adkins

12 Years of Experience
Arlington, VA

Bryan Adkins is a CFA-designated registered investment advisor at Broad Run Investment Management, LLC, based in Arlington, VA, with 12 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 168 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
168 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$805.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.85%

Fees are negotiable at the firm's discretion. Minimum account size is $1,000,000, subject to the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1530 Wilson Blvd, Suite 530, Arlington, VA, 22209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Broad Run Investment Management, LLC
October 2013 - Present · 12 yrs 7 mos
State Registrations3 states
PATXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.