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McLean, Virginia
Bull Run Investment Management is headquartered in McLean, Virginia — in the heart of Northern Virginia’s financial corridor, minutes from Washington, D.C. and the nation’s regulatory center.
From our home office, we serve clients across seven states and the District of Columbia through Schwab’s institutional platform — delivering the same level of personalized service whether you’re across the street or across the country.
Registered Across Seven States & D.C.
BRIM is registered to provide investment advisory services in the following jurisdictions. We also serve clients in additional states through applicable notice filing requirements and the de minimis exemption under the Investment Advisers Act of 1940.
Home state and headquarters. McLean sits at the intersection of Northern Virginia’s financial corridor and the Washington, D.C. metro — providing direct access to the nation’s regulatory and business centers.
Serving clients across the Bay Area, Los Angeles, San Diego, and beyond — including tech executives, founders, and venture-backed professionals.
Our neighbors across the Potomac. We serve government professionals, policy leaders, and D.C.-based families with direct, personalized advisory.
From Miami to Naples to Jacksonville — serving retirees, business owners, and families navigating Florida’s favorable tax environment.
Serving the greater D.C. metro including Bethesda, Rockville, and Annapolis — where many of our clients live and work.
Serving clients across the Research Triangle, Charlotte, and Asheville — a growing hub for finance, healthcare, and technology professionals.
From Austin to Dallas to Houston — supporting entrepreneurs, energy executives, and families in one of America’s fastest-growing economies.
One Firm, Nationwide Reach
Regardless of where you’re located, every BRIM client receives the same level of attention, access, and service. Our platform is built for seamless remote advisory — powered by Schwab’s institutional infrastructure, real-time reporting through Black Diamond, and secure digital communication.
BRIM also serves clients nationally pursuant to applicable state notice filing requirements and the de minimis exemption under the Investment Advisers Act of 1940.
Registrations
Columbia
via De Minimis
Custody
Seamless Service, Wherever You Are
Our infrastructure is designed so that geography never limits the quality of your experience. Here’s how we deliver institutional-grade advisory to clients across the country.
Ready to Connect?
Whether you’re in McLean or across the country, we’d love to learn about your financial goals. Schedule a complimentary consultation — no obligations, no pressure.