Bruin Capital Allocation, LLC

Bruin Capital Allocation, LLC (CRD# 169035) is a financial advisory firm headquartered in Cincinnati, OH. They manage $3,437,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,437,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

OH

Financial Advisors at Bruin Capital Allocation, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph G. Sunderman
CRD#: 5269890
602 Main Street, Suite 700, Cincinnati, OH 45202
90
Wealthminder
score

Joseph Sunderman (CRD# 5269890) is an Investment Advisor Representative working at Bruin Capital Allocation, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

2
Russell J. Newsom
CRD#: 6249982
602 Main Street, Suite 700, Cincinnati, OH 45202
89
Wealthminder
score

Russell Newsom (CRD# 6249982) is an Investment Advisor Representative working at Bruin Capital Allocation, LLC in Cincinnati, OH and has over 3 years of experience in the finance industry.

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