BROAD RUN INVESTMENT MANAGEMENT, LLC

ARLINGTON, Virginia·4 registered advisors·CRD# 165067

SEC# 801-770210703-260-1260

01

Firm Overview

AUM

$836M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Retirement Planning Wealth Management Fee-Only Advisory

04

Advisors at BROAD RUN INVESTMENT MANAGEMENT, LLC

4 registered advisors

Brian Edward Macauley

ARLINGTON, Virginia

Bryan Hughes Adkins

ARLINGTON, Virginia

David Shaffer Rainey

ARLINGTON, Virginia

Ira Mitchell Rothberg

ARLINGTON, Virginia

05

Office Locations

ARLINGTON, Virginia

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Data sourced from SEC Form ADV filings. BROAD RUN INVESTMENT MANAGEMENT, LLC (CRD# 165067) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.