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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

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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.

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Innovation SMA vs. BenchmarksPercentage Returns · Gross of Fees

+0.0%

Innovation SMA

S&P 500

Nasdaq 100

Cumulative Return

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 strategies designed
to outperform

Actively managed portfolios built around high-growth public equities. Each strategy is offered as a Separately Managed Account — delivering direct ownership, tax-aware execution, and a fiduciary commitment to your best interest.

Fee-Only Fiduciary

Charles Schwab Platform

Direct SMA Ownership

Schedule a Call Download Brochure

Flagship Strategy

Top 1.32%

vs. 3,496 Non-Leveraged
U.S. ETFs (2023–Present)**

Equity Innovation SMA

—

Cumulative Return (Jan 2023 – Present)*

S&P 500 over same period: —

Gross of Fees

Net of Fees

—

CAGR (Jan 2023 – Present)

—

CAGR (Full Backtest, Jan 2008)

—

Growth of $100K (Jan 2008)

Live Since Mar 2020

Backtested Jan 2008 – Mar 2020

One platform. Four distinct strategies.

Each strategy targets a different return profile by investing in companies at a specific stage of the growth curve — from aggressive innovation to steady, defensive equity.

Equity Innovation SMA

Return Target

20%+

Targets 20%+ annualized returns before fees by concentrating in ~20 companies growing revenue above 25% per year.

The strategy starts with a top-down view: identify the industries with the strongest secular tailwinds — AI infrastructure, cloud computing, cybersecurity, fintech — then select the companies within those industries with the highest revenue growth rates and strongest margin profiles. The result is a concentrated portfolio of roughly 20 positions in businesses that are building durable competitive advantages through network effects, proprietary data, and platform ecosystems. Current holdings include names across AI semiconductors, enterprise SaaS, and next-generation cloud infrastructure.

AI Cloud SaaS Fintech Cybersecurity

Targets ~15% annualized returns before fees through large-cap growth leaders with 15–25% revenue growth and proven market dominance.

Where Innovation concentrates in early-cycle disruptors, Growth invests in the companies that have already won — large-cap businesses with dominant market positions, proven unit economics, and revenue still compounding in the mid-teens to mid-twenties. These are companies like leading semiconductor manufacturers, enterprise software platforms, and global payment networks. The portfolio targets comparable upside to aggressive growth strategies while delivering meaningfully less downside volatility through broader diversification and a lower-beta selection process.

Semiconductors Software Payment Services

Targets ~12% annualized returns before fees by investing in market leaders with steady 12–15% revenue growth across diversified sectors.

The anchor of a balanced portfolio. Core invests in companies that have demonstrated consistent, reliable growth across full market cycles — consumer electronics leaders, blue-chip healthcare, and established financial institutions. These are businesses with deep competitive moats, strong cash flow generation, and pricing power that holds up in downturns. The strategy is designed to match the S&P 500’s downside profile while delivering superior long-term returns through disciplined stock selection and active position management.

Consumer Electronics Healthcare Financials

Risk

Moderate

View Strategy

Equity Low Volatility SMA

Return Target

10%

Targets ~10% annualized returns before fees with meaningfully reduced drawdowns through defensive, resilient businesses.

Built for investors who prioritize capital preservation without forfeiting long-term growth. The portfolio invests in consumer staples, healthcare, and industrials — businesses with recession-resistant revenue, high dividend coverage, and stable earnings that hold up when markets pull back. The strategy is designed to track the S&P 500 over full market cycles while delivering meaningfully smaller drawdowns during periods of volatility, making it ideal for clients closer to or in retirement.

Consumer Goods Healthcare Industrials

Risk

Low / Moderate

View Strategy

For Financial Professionals. All four strategies are available as Separately Managed Accounts through BRIM’s advisory platform on Charles Schwab. Past performance is not indicative of future results.

Download SMA Brochure

*Performance shown gross of fees. Gross returns do not reflect the deduction of advisory fees. Net returns reflect a 1.50% annual model fee applied quarterly on average daily balance. Actual fees may vary. **ETF percentile ranking reflects gross of fee performance only and is measured against 3,496 non-leveraged U.S. ETFs.

Insights & Analysis

Perspectives on Markets, Strategy, and Long-Term Growth

Comprehensive market analysis and investment perspectives from Bull Run Investment Management — delivering clarity and context to help you make informed decisions.

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