SourcingSourcing

BULL STREET ADVISORS, LLC

B57
CRD 304058·SEC 801-116698·SAVANNAH, GA
AUM
$271.9M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$816K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BULL STREET ADVISORS, LLC
CRD
304058
SEC file #
801-116698
EIN
834489500
DBA names
Bull Street Advisors

Economics

AUM
$271.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$163.4M → $271.9M▲ +66%
Client mix
Individuals High Net Worth58
Individuals Other40
Pension Profit Sharing Plans4
Charitable Organizations4
Corporations3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
SAVANNAH GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
bullstreetadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLEN, MARK, IRVIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ALLEN, MARK, IRVIN
Solo Advisor Indicator
Yes
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
BULLSTREETADVISORS.COM
Rdap Domain Creation Date
2019-04-28T00:56:47Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001790837
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2019-11-08
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001790837-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2017
Soi Zip Pct 200k Plus
0.0737
Soi Zip Returns 200k Plus
1,140
Soi Zip Total AGI
1,401,056
Fdic Zip Total Deposits
23,414,165,000
Fdic Zip Branch Count
398
Fdic Zip Top Banks
Synovus Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
500 COMMERCIAL CT, SUITE 4SAVANNAH, GA 31406
Business
500 COMMERCIAL CT, SUITE 4SAVANNAH, GA 31406
Edgar EIN
834489500
Edgar Recent Filings
13F-HR2026-04-24 · 0001790837-26-000002
13F-HR2026-01-28 · 0001790837-26-000001
Fdic Zip Branches Raw
The Coastal BankSavannah, GA
First Union National Bank of GeorgiaSavannah, GA
Fdic Zip HHI
642.3
Fdic Zip Top Bank Share Pct
15.14
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-28T00:56:47Z
Rdap Domain Last Changed
2026-04-13T01:41:26Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI64,553
Returns4,860
Stub 2
AGI145,792
Returns4,000
Stub 3
AGI134,328
Returns2,180
Soi Zip Total Business Income
40,101
Soi Zip Total Cap Gains
116,761
Soi Zip Total Dividends
39,023
Soi Zip Total Returns
15,470
Top Owner CRD
2410852
Trust Company Affiliate
No

People (1)

1
ALLEN, MARK, IRVIN
IAR · Direct Owner · 87.5%
2410852