Broad Run Investment Management, LLC

Broad Run Investment Management, LLC (CRD# 165067) is a financial advisory firm headquartered in Arlington, VA. They manage $2,268,600,000 in 65 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,269
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $34,901,538
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NJ, TX, VA

Financial Advisors at Broad Run Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian E. Macauley
CRD#: 2914250
1530 Wilson Blvd, Suite 1020, Arlington, VA 22209
96
Wealthminder
score

Brian Macauley (CRD# 2914250) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has over 19 years of experience in the finance industry.

2
David S. Rainey
CRD#: 1555678
1530 Wilson Blvd, Suite 1020, Arlington, VA 22209
96
Wealthminder
score

David Rainey (CRD# 1555678) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has over 19 years of experience in the finance industry.

3
Ira M. Rothberg
CRD#: 2964146
1530 Wilson Blvd, Suite 1020, Arlington, VA 22209
96
Wealthminder
score

Ira Rothberg (CRD# 2964146) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has over 12 years of experience in the finance industry.

4
Bryan H. Adkins
CRD#: 6261256
1530 Wilson Blvd, Suite 1020, Arlington, VA 22209
90
Wealthminder
score

Bryan Adkins (CRD# 6261256) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.