Brian
Macauley

Broad Run Investment Management, LLC

CRD#2914250
Investment Advisor
in Arlington, VA

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About this Advisor

Brian Macauley is a chartered financial analyst operating in Arlington, Virginia who has 11 years of industry experience. Macauley is an employee of Broad Run Investment Management, LLC. They have worked at Broad Run Investment Management, Llc for their complete career. Macauley maintains a Series 63 license, which qualifies them as a securities agent, and is able to work in Texas and Virginia. Broad Run Investment Management, LLC is a financial advisory company operating out of Arlington, VA. The firm has a total of eight people on staff. It oversees $915 million in assets across its 190 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 190 client accounts, 75% belong to high-net-worth investors who have more than $1 million in investable assets. Broad Run Investment Management, LLC has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely depend on which service is provided. Fee types charged by Broad Run Investment Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1530 Wilson Blvd Suite 530
Arlington, VA 22209

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Broad Run Investment Management, LLC Brokerage Details

Total Assets Under Management

$914,852,094

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

190

VA Average: 1,458
Average Account Size

$4,815,011

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Brian Macauley Work History

Brian has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Broad Run Investment Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Macauley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Broad Run Investment Management, LLC

David Rainey
Arlington, VA
Brian Macauley
Arlington, VA
Ira Rothberg
Arlington, VA
Joseph Demartino
Arlington, VA
Bryan Adkins
Arlington, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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