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About Us

Welcome to BRIM. Your Trusted Fee-Only Fiduciary Partner.

Bull Run Investment Management (BRIM) is a Registered Investment Adviser (RIA) dedicated to delivering fiduciary, fee-only wealth management tailored specifically for individuals, families, workplaces, and philanthropic institutions.

Client-Centric Wealth Management: Bull Run's Fiduciary Commitment.

Bull Run Investment Management (BRIM) is a Registered Investment Adviser (RIA), a professional advisory firm registered with regulatory authorities to provide comprehensive financial advice and investment management services. As a fiduciary, we are legally obligated to act solely in your best interest, offering transparent, unbiased, and conflict-free financial advice. Our fee-only structure ensures we never receive commissions, aligning our interests fully with yours as we deliver wealth management solutions tailored to your specific needs.
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Our investment philosophy is centered on identifying high-revenue-growth companies operating within rapid growth industries. We specifically target sectors demonstrating growth rates substantially above market averages, focusing on companies with robust fundamentals available at attractive valuations. This approach positions our clients’ portfolios for both growth and financial stability.

Explore Our Services

Individuals & Families

We provide wealth management, investment management, and financial planning to individuals, families, and businesses. This includes estate, tax, and insurance planning expertise. We help business owners navigate unique financial landscapes with financial planning and advisory services.

Workplace Solutions

Our firm specializes in comprehensive retirement plan advisory services, executive financial counseling, beneficiary financial counseling, and financial wellness coaching, all tailored for corporate environments. Our focus is on cultivating a financially informed and secure workforce through strategic retirement planning and personalized financial guidance.

Philanthropic Organizations

Our firm provides philanthropic clients with expert financial management, bespoke investment advice, and outsourced Chief Investment Office services. This blend boosts charitable institutions' financial efficiency and investment stewardship to increase their impact and resilience.

Personalized Strategies for High-Growth Wealth Management

BRIM combines innovative financial strategies with proven investment expertise, continuously adapting to emerging market trends to optimize your portfolio’s performance. Our commitment to innovation ensures your investments remain aligned with dynamic market opportunities and long-term growth.

Our ethos is defined by personalized client service, meticulous attention to detail, and a relentless pursuit of high-growth investment performance. By delivering customized solutions tailored specifically to each client's financial goals, we maintain our position among the top tier of investment management firms, committed always to achieving exceptional outcomes.

Explore Our Team

Our team specializes in navigating volatile markets and identifying unique growth opportunities. With expertise spanning diverse financial disciplines, our professionals offer comprehensive solutions designed to meet your individual investment goals effectively and reliably.

Christopher M. Passarelli
Founder, CEO and Portfolio Manager
Ketaki Kulkarni
Financial Advisor
Anthony B. Fullerton
Financial Advisor
Brian Wendroff, CPA
Tax and Accounting Planner | CPA
Bobby Feisee, Esq.
Estate and Trust Planner | Attorney
Eric P. Whittleton
Board Advisor