SourcingSourcing

BRUNI J V & CO

C49
CRD 106644·SEC 801-42242·COLORADO SPRINGS, CO
AUM
$1.10B
$1B+
Est. Revenue
$11.0M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRUNI J V & CO
CRD
106644
SEC file #
801-42242
EIN
—
DBA names
Bruni J V & Co

Economics

AUM
$1.10B
AUM band
$1B+
AUM trajectory
'20'26
$560.3M → $1.10B▲ +96%
Client mix
Individuals High Net Worth263
Individuals Other123

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
COLORADO SPRINGS CO
Branches
Count2

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
jvbruni.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRUNI, JEROME, VINCENT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BRUNI, JEROME, VINCENT
BROCK, JOHN, ROY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JVBRUNI.COM
Rdap Domain Creation Date
1999-04-01T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-01T04:00:00Z
Rdap Domain Last Changed
2022-01-31T08:52:48Z
Rdap Nameservers
Kate.ns.cloudflare.comMax.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1303868
Trust Company Affiliate
No

People (5)

5
BRUNI, JEROME, VINCENT
IAR · Direct Owner · 87.5%
1303868
BROCK, JOHN, ROY
Executive Officer · 2.5%
4887224
TELCK, MARYELLEN
Executive Officer · 2.5%
1461596
BRUNI, PAMELA, SUE
Executive Officer · 2.5%
4359882
PATRICK ALLAN LABBE
IAR
2852209