Bush River Trust, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,037,684
Clients
73
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$315,585
About
Bush River Trust provides portfolio management and financial planning to individuals, high‑net‑worth individuals, charitable organizations and business entities. The firm limits its investment advice primarily to mutual funds, fixed‑income securities, real estate funds, equities and exchange‑traded funds, including precious‑metal ETFs.
The adviser uses a long‑term approach informed by fundamental analysis, modern portfolio theory and technical analysis, documenting client goals and constraints in an Investment Policy Statement and conducting at least monthly reviews. It generally operates on a non‑discretionary basis—seeking client approval for transactions—and delivers ongoing monitoring rather than exercising trading authority on clients’ behalf.
Notably, the brochure reports approximately $23.0 million in non‑discretionary assets and no discretionary AUM, a structure that is uncommon among independent advisors. The firm requires clients to use Trade‑PMR, Inc. as custodian, does not aggregate or block client trades, and discloses the potential receipt of research or other services from custodians, operational features that can affect execution and the degree of client involvement in trading.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$175 to $250 per hour
Main office location
Bush River Trust, LLC
201 International Circle, Suite 230
Hunt Valley MD 21030, United States
Number of offices
2
Most active in
Bush River Trust, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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