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About Us

Welcome to BRIM. A Fee-Only, Fiduciary RIA.

Bull Run Investment Management is a registered RIA, providing fiduciary, fee-only wealth management services, tailored for individuals, families, workplaces, and philanthropic organizations.

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

Bull Run Investment Management is a fiduciary, meaning we have a legal duty to put our clients' interests first. This commitment guides every financial decision and investment strategy we make. We customize each client’s portfolio to reflect their unique goals, balancing growth opportunities with risk management to create long-term, sustainable wealth.
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Our investment approach centers on high-revenue growth companies within rapidly expanding industries. By concentrating on sectors with high growth rates, well above the market average, we aim to deliver market outperformance. We target companies with strong fundamentals trading at reasonable valuations, ensuring that each investment aligns with both high growth potential and sound financial discipline.

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.

Leading with Innovation: Personalized Strategies for High-Growth Wealth Management

Bull Run Investment Management combines forward-thinking strategies with proven wealth management expertise to deliver strong results. By focusing on high-growth opportunities and innovative markets, we keep our clients’ portfolios aligned with emerging trends and long-term growth.

Our commitment is to provide each client with a personalized, adaptable investment strategy that meets their unique financial goals. We don’t just follow industry trends; we lead in adopting advanced investment approaches, offering a tailored portfolio experience designed for steady growth and exceptional returns. This dedication to strategic growth and customization is the core of our promise to clients.

Explore Our Team

Our team specializes in navigating volatile markets and identifying unique growth opportunities. We offer a wide range of funds and strategies that are aimed to match to our clients' various investment goals and individual needs, guaranteeing a thorough approach to wealth management and investing.

Christopher M. Passarelli
Founder, Portfolio Manager and CEO
Dawn Michelle
Chief of Staff
Brad Holman
Senior Financial Advisor
Ketaki Kulkarni
Financial Advisor
Anthony B. Fullerton
Financial Advisor
William Banks
Wealth Management Consultant
Brian Wendroff, CPA
Tax and Accounting Planner | CPA
Bobby Feisse, Esq.
Estate and Trust Planner | Attorney
Eric P. Whittleton
Board Advisor