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A Modern RIA Built for High-Growth Wealth
Bull Run Investment Management is a fee-only Registered Investment Adviser headquartered in McLean, Virginia. We deliver fiduciary wealth management for individuals, families, business owners, and philanthropic organizations — combining proprietary, actively managed equity strategies with comprehensive financial planning.
Our investment philosophy centers on identifying market-leading companies operating within high-growth industries. We target sectors demonstrating growth rates substantially above market averages, focusing on businesses with robust fundamentals, sustainable competitive advantages, and clear paths to long-term profitability.
Strategies
Registrations
Zero Conflicts
Platform
Three Principles That Define Our Approach
Every decision we make — from portfolio construction to client communication — is guided by a commitment to performance, transparency, and fiduciary integrity.
We focus on companies at the forefront of technological disruption — artificial intelligence, cloud infrastructure, semiconductors, cybersecurity, and enterprise software. Our strategies are built to capture outsized growth where the market is moving fastest.
As a fee-only RIA, we never earn commissions, sell proprietary products for third-party compensation, or receive revenue-sharing payments. Our interests are aligned entirely with yours — legally, structurally, and ethically.
Every client relationship begins with understanding your unique financial landscape — risk tolerance, tax structure, liquidity needs, and time horizon. From there, we build a strategy that evolves alongside your life.
Built Different, by Design
Most advisory firms outsource investment management or default to passive indexing. We do neither. Every strategy is built, managed, and evolved in-house — with full transparency at every step.
The People Behind Your Portfolio
Our team brings together expertise in high-growth equity investing, tax planning, estate law, and institutional advisory. Every client benefits from the full depth of our collective experience.
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Comprehensive Wealth Management, One Firm
From high-growth equity portfolios to tax-efficient estate plans, our platform covers every dimension of your financial life under a single fiduciary relationship.
Wealth management, investment management, financial planning, estate and gift planning, tax strategy, insurance planning, marital planning, trust services, and cross-border advisory.
Executive financial counseling, retirement plan advisory, defined contribution and benefit services, non-qualified plan management, pooled employer plans, and financial wellness coaching.
Financial administration, investment advisory services, and outsourced Chief Investment Office solutions for charitable institutions, foundations, and endowments.
Your Fiduciary Partner
As a Registered Investment Adviser, Bull Run is legally obligated to act solely in your best interest. Our fee-only structure eliminates the conflicts of interest that plague commission-based models, ensuring every recommendation we make is driven by one thing: your financial success.
We believe that trust is earned through transparency, performance, and unwavering integrity. That commitment is the foundation of every client relationship we build.
Investment Adviser
Fiduciary
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Ready to Build Your Future?
Share insights into your current financial situation — free of charge and with no strings attached. You’ll have the opportunity to speak directly with our team about your goals, challenges, and how we can help.