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Now Available on Charles Schwab

Wealth Management for Individuals, Businesses, and Philanthropic Organizations.

High-Growth Investment Management and Financial Planning Solutions. Proprietary SMA strategies now available to financial advisors nationwide through Charles Schwab.

Wealth Management

For Individuals, Families & Business Owners

Comprehensive wealth management built around your goals — high-growth equity portfolios, tax strategy, retirement planning, estate coordination, and business planning.

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Advisor Platform

For Financial Advisors

Access Bull Run's four proprietary SMA strategies through Charles Schwab. High-growth equity portfolios designed to outperform — now available for your clients.

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How We Invest

A Disciplined Approach to High-Growth Equity Investing

Fee-Only RIA Fiduciary standard, no commissions

4 Proprietary SMAs Innovation, Growth, Core, Low Vol

+273.7% Since 2023 Innovation SMA, gross of fees

Available on Schwab SMAs for advisors nationwide

Innovation-Driven

Our investment focus is centered on leading, high-growth equities across innovation-driven industries, such as AI and SaaS, with an emphasis on outperforming traditional benchmarks such as the S&P 500.

Artificial Intelligence Cloud & SaaS Semiconductors

Fundamentally Applied

We apply fundamental analysis to invest in businesses with strong health and growth metrics, resilient business models, and sustainable competitive advantages, at fair market valuations.

Fundamental Analysis Competitive Moats Fair Valuation

Revenue-Growth Oriented

We target companies with accelerating revenue growth, expanding margins, and a clear trajectory toward market dominance — the compounding dynamics that drive substantial long-term capital appreciation.

Revenue Growth Market Leadership Capital Appreciation

Track Record

Bull Run's Equity Innovation SMA Ranks Top 1.32% Since 2023

The Bull Run Equity Innovation SMA is a high-growth equity strategy designed to outperform the S&P 500 and the Nasdaq 100 by owning the top 20–25 publicly traded companies with projected revenue growth of 25%+ across innovation-driven sectors including artificial intelligence, cloud infrastructure, semiconductors, enterprise software, fintech, cybersecurity, and general innovation platforms.

2023

+98.4%

Top 1.20%

2024

+39.3%

Top 3.15%

2025

+35.2%

Top 8.18%

+273.7%

Cumulative Return

55.25%

CAGR

Top 1.32%

Percentile Ranking

Since the market low in early 2023, the Equity Innovation SMA's compounded growth rate of 55.25% has placed it in the top 1.32% of an average universe of 3,496 non-leveraged ETFs, based on individual calendar-year comparisons across U.S. and Canadian exchanges.

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Innovation SMA vs. Benchmarks Percentage Returns · Gross of Fees

+273.7%

400% 300% 200% 100% 0%

2023 2024 2025

Innovation SMA

S&P 500

Nasdaq 100

Cumulative Return · Jan 2023 – Dec 2025

Innovation SMA

+273.7%

S&P 500

+86.1%

Nasdaq 100

+130.7%

Performance data as of December 31, 2025. All returns shown gross of fees. Percentile rankings based on individual calendar-year comparisons across an average universe of 3,496 non-leveraged ETFs on U.S. and Canadian exchanges. Past performance is not indicative of future results. The Innovation SMA's CAGR of 55.25% reflects the compounded annual growth rate since January 1, 2023.

Our Services

Integrated Wealth Management Built for Every Stage

High-performance portfolios and coordinated planning strategies tailored to individual, business, and institutional needs — structured to compound wealth and outperform over time.

Wealth Management

Unified oversight of your entire financial life — investments, tax, estate, and insurance coordinated under one strategy built for long-term clarity and durable outcomes.

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Investment Management

Actively managed portfolios concentrated in high-growth, market-leading companies across four proprietary SMA strategies with tax-aware execution and disciplined rebalancing.

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Financial Planning

Comprehensive planning spanning cash flow, retirement timelines, liquidity, and estate outcomes — coordinated directly with your tax, legal, and investment decisions.

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Tax Planning & Preparation

Proactive tax strategy combining entity structuring, Roth conversions, loss harvesting, and charitable planning — with personal, business, and trust returns prepared in-house.

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Insurance & Risk Mitigation

Objective, commission-free assessment of insurance and liability exposure to ensure the right coverage at the right cost, fully aligned with your financial plan.

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Estate & Gift Planning

Structured wealth transfer strategies using wills, trusts, and gifting frameworks designed to reduce estate taxes and protect assets across generations.

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Trust Services

Design and oversight of revocable and irrevocable trusts aligned with family, philanthropic, and asset protection goals — coordinated with your trustees and legal counsel.

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Marital Financial Planning

Integrated planning for couples including asset structuring and long-term strategy, with divorce support covering valuation, division, and forward-looking financial modeling.

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Cross Border Advisory

Planning for globally mobile clients addressing international tax compliance, multi-jurisdiction asset structuring, and coordinated investment strategies across borders.

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Business Owner Financial Planning

Strategic planning for liquidity events, succession, and exit — aligning business decisions with personal wealth, tax exposure, and long-term financial independence.

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Practice Owner Financial Planning

Exit and transition planning for professional practices, integrating valuation, deal structure, and personal financial outcomes into one unified strategy.

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Executive Financial Counseling

Personal CFO–level guidance for senior leaders — coordinated oversight across investments, planning, and financial decisions so executives stay focused on what they do best.

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Beneficiary Financial Counseling

Objective financial guidance for beneficiaries navigating a transition after loss — focused on clarity, sound decision-making, and long-term stability during a difficult period.

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Defined Contribution Services

Fiduciary oversight and plan design guidance to improve retirement outcomes, strengthen participant engagement, and support employees' long-term financial preparedness.

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Defined Benefit Plan Solutions

Advisory support for plan sponsors focused on risk management, cost control, and long-term plan sustainability — structured to meet obligations while managing exposure.

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Non-Qualified Plan Management

Independent advisory on the design and oversight of non-qualified compensation plans, aligning executive incentives with organizational strategy and retention goals.

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Collective Pooled Employer Plan

Fiduciary investment selection and ongoing monitoring for pooled employer plans — supporting compliant, diversified lineups for participating employers and their teams.

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Financial Wellness Coaching

Employer-sponsored financial education and one-on-one coaching designed to improve employee financial decision-making and reduce workplace financial stress.

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Financial Administration

Ongoing oversight of financial operations and administrative coordination to support continuity, governance, and long-term capital stewardship for your organization.

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Investment Consulting Services

Board-level investment advisory focused on strategy development, policy alignment, and portfolio oversight consistent with your spending needs and risk parameters.

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Outsourced Chief Investment Office

End-to-end institutional OCIO services providing investment oversight, governance support, and long-term portfolio management aligned with your strategic priorities.

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About Bull Run

High-Growth Investment Management and Comprehensive Wealth Planning

BRIM Wealth Management Compass — Click to rotate

Innovate, Disrupt, Outperform. We're Different.

Bull Run Investment Management provides high-growth equity investment management alongside comprehensive wealth management for individuals, business owners, and philanthropic organizations. Client portfolios and planning are built from the ground up based on risk tolerance, tax structure, and time horizon, with capital allocated through concentrated, active strategies intended to outperform long-term market benchmarks such as the S&P 500 and Nasdaq 100.

The firm's investment approach is grounded in deep experience across high-growth equities in sectors including Artificial Intelligence, Cloud Infrastructure, and SaaS. We integrate high-growth equity portfolio management with financial planning, covering tax strategy, insurance, and trust coordination, with the objective of substantial long-term capital appreciation.

Focus

High-Growth Equity

Structure

4 SMAs

Approach

Fee-Only RIA

Our Team

Proprietary Management

Four Actively Managed SMAs Designed Around High-Growth Public Equities

Our actively managed portfolios are built to outperform traditional benchmarks by investing in leading publicly traded equities. Each strategy is offered as a Separately Managed Account (SMA) — delivering direct ownership, personalized implementation, and precise tax management tailored to each client.

+273.7%

Cumulative Return — Innovation SMA (2023–2025)

55.25%

Compounded Annual Growth Rate Since Jan 2023

Top 1.32%

Percentile Ranking vs. 3,496 Non-Leveraged ETFs

Equity Innovation SMA

Revenue Target 25%+

Designed to outperform the S&P 500, NASDAQ 100, and BVP EM Cloud Index. Targets companies at the forefront of innovation with exceptional growth potential and revenue growth exceeding 25% annually. Accepts higher volatility in exchange for potentially significant upside.

AI Cloud SaaS Fintech Cybersecurity

Risk

Aggressive

Equity Growth SMA

Revenue Target 15–25%

Designed to outperform the NASDAQ 100 and S&P 500 by delivering comparable downside volatility while capturing greater upside potential. Targets large-cap companies with substantial market presence and strong growth in Semiconductors, Software, and Payment Services.

Semiconductors Software Payment Services

Risk

Moderate Aggressive

Equity Core SMA

Revenue Target 12–15%

Designed to outperform the S&P 500 by matching its downside volatility while aiming for superior upside. Invests in market-leading companies across Consumer Electronics, Healthcare, and Financials — businesses that consistently deliver steady, reliable growth.

Consumer Electronics Healthcare Financials

Risk

Moderate

Equity Low Volatility SMA

Revenue Target 7–12%

Designed to track the S&P 500 over long market cycles with meaningfully reduced drawdowns. Invests in resilient, defensive sectors while potentially exceeding the benchmark during shorter, more volatile periods. Prioritizes capital preservation and stability.

Consumer Goods Healthcare Industrials

Risk

Low / Moderate

For Financial Professionals. All four strategies are available as Separately Managed Accounts through BRIM's advisory platform. Past performance is not indicative of future results. All performance figures as of December 31, 2025.

Download SMA Brochure

Market Insights

Comprehensive market insights to keep you informed. We analyze financial trends and explain how they impact your investments and long term financial plan, delivering clarity and context to help you make decisions.