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Access Bull Run SMAs on Charles Schwab
Four proprietary high-growth equity strategies now available as Separately Managed Accounts through Schwab's institutional platform. Direct ownership, tax-aware execution, and full portfolio transparency for your clients.
Institutional-Grade SMAs, Ready to Deploy
Bull Run Investment Management offers four proprietary equity strategies as Separately Managed Accounts on the Charles Schwab Managed Account Marketplace® — giving your clients direct stock ownership, real-time transparency, and institutional execution through one of the most trusted custodians in the industry.
Marketplace is Schwab’s open-architecture, dual-contract platform. Unlike bundled wrap programs, it gives you a direct relationship with BRIM as the money manager — with full fee transparency, negotiation flexibility, and independent account management. You keep the advisory relationship; we deliver the investment performance.
As a fee-only Registered Investment Adviser (CRD #306763), BRIM operates as a fiduciary on every account. No commissions, no revenue sharing — our interests are structurally aligned with yours and your clients’.
A Select Group of Money Managers
Out of tens of thousands of registered investment advisers nationwide, only a small fraction have proprietary SMA strategies available on the Charles Schwab platform. BRIM is one of them.
How to Place a Client With BRIM
If you already custody at Schwab, adding a BRIM strategy takes minutes. Here’s exactly what it looks like inside Schwab Advisor Center.
Open a Managed Account
From the Account Management tab in Schwab Advisor Center, click Open and fund an account. Select your client (or add a new-to-Schwab client), then choose your Marketplace master account.
Under “Will you be assigning a money manager for separately managed accounts?” select Yes, from Managed Account Marketplace®.
Find Bull Run Investment Management
In the Firm name of money manager search field, start typing “Bull” — and Bull Run Investment Management, LLC appears in the dropdown.
Select it, and the account will link to BRIM’s master. The client’s account now sits under both your FA master and our money manager master — giving both parties access to do their respective jobs.
Choose an Investment Strategy
After selecting BRIM, a dropdown appears with all four proprietary strategies. Pick the one that fits your client’s risk profile — or open separate accounts for multiple strategies.
Then choose the account type (Individual, Joint Tenant, IRA, Roth, Trust, etc.) and proceed through DocuSign or paper forms. Schwab handles custody, settlement, and reporting.
Fund the Account — We Handle the Rest
Once the account is funded, BRIM receives the allocation under our master account and begins investing immediately according to the selected strategy’s model portfolio.
From this point forward, the advisor doesn’t need to do anything on the investment side. BRIM handles all trading, rebalancing, and portfolio monitoring. You focus on the client relationship, financial planning, and advisory oversight.
The client’s account appears under both your FA master and BRIM’s money manager master — so both parties have visibility and access to perform their respective roles.
Three Separate Fees, Zero Hidden Costs
Marketplace’s dual-contract structure means every fee is unbundled and visible on the client’s Schwab statement. No wrap opacity, no embedded revenue sharing — just three clean line items.
Four Strategies, One Platform
Each SMA targets a different segment of the equity growth spectrum. Combine them for a custom risk profile or run them individually — performance updates live from our database.
Built for Advisor Workflows
We designed our platform around what advisors actually need: strong returns, clean infrastructure, and zero friction.
Research, Model, Present
Purpose-built tools to help you evaluate our strategies, model client outcomes, and make the case with confidence.
Ready to Add BRIM to Your Platform?
Schedule a brief call to discuss strategy fit, walk through the Schwab onboarding process, or request a full due diligence package.