Bruno Mountain Advisory, LLC

Bruno Mountain Advisory, LLC provides investment advisory, portfolio management, and financial planning to individuals, families, trusts, estates, charitable organizations and small businesses, delivering services on both discretionary and non‑discretionary bases and offering hourly or project‑based planning engagements. The firm manages a relatively small client base (about 50 clients) and reports approximately $37.2 million in assets under management.

The firm combines fundamental, technical, quantitative and qualitative analysis and employs strategies such as asset allocation, diversification, long‑term purchasing and ETF model portfolios to align portfolios with client objectives and risk tolerances. In addition to public equities, fixed income and pooled funds, Bruno Mountain regularly evaluates and manages private investments — including private equity, direct placements, private debt, mortgage obligations and mortgage lending and servicing — often under non‑discretionary tracking agreements.

Bruno Mountain’s business mix includes several activities that are uncommon among similarly sized supported advisers: the firm discloses an affiliation with Crump Company and receipt of compensation when clients purchase annuities or insurance, it collects due diligence/documentation fees related to private debt placements, and it participates as a sponsor/participant in private investment entities (for example Rios Lodge, LLC and related financing vehicles). The firm also holds a Mortgage Loan Originator license and discloses these outside business interests and related conflicts of interest in its brochure and client agreements, along with stated procedures intended to address those conflicts.