9AT: BRUNI J V & CO

Adviser Profile

As of Date	03/19/2026
Registration	SEC, Approved, 09/03/1992
ADV Location	COLORADO SPRINGS, CO, United States
Contact Info	719 xxxxxxx
Websites

AUM^*	1,097,907,374 27%
of that, discretionary	1,097,907,374 27%
Number of Employees	5
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	1,658,470 26%
% High Net Worth	66.58% 10%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CLINTON INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.9b	#Funds-
Adviser ALPHA BETA GAMMA WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM267.0m	#Funds-
Adviser INVEST IN VOL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM25.2m	#Funds-
Adviser CORNERSTONE ADVISORY	Hedge Fund30.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV30.4m	AUM2.2b	#Funds1
Adviser BASS AND BELL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser STERLING INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM409.2m	#Funds-
Adviser FOREST ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM230.7m	#Funds-
Adviser FINANCIAL FREEDOM FOR DENTISTS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM182.2m	#Funds-
Adviser MILLER GLOBAL INVESTMENTS, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM199.4m	#Funds-
Adviser SUTTON WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM392.7m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker11271J107	Stock NameBrookfield Corp	$ Position$85,086,799	% Position9.00%	$ Change-12.00%	# Change-1.00%
Stck Ticker008252108	Stock NameAffiliated Managers Group Inc	$ Position$69,109,976	% Position7.00%	$ Change-5.00%	# Change-1.00%
Stck Ticker74164F103	Stock NamePrimoris Svcs Corp	$ Position$62,511,627	% Position7.00%	$ Change14.00%	# Change-1.00%
Stck Ticker174610105	Stock NameCitizens Finl Group Inc	$ Position$58,232,069	% Position6.00%	$ Change2.00%	# Change-1.00%
Stck Ticker14040H105	Stock NameCapital One Finl Corp	$ Position$50,576,711	% Position5.00%	$ Change-26.00%	# Change-1.00%
Stck Ticker750236101	Stock NameRadian Group Inc	$ Position$52,574,176	% Position5.00%	$ Change-8.00%	# Change0.00%
Stck Ticker49456B101	Stock NameKinder Morgan Inc Del	$ Position$49,887,745	% Position5.00%	$ Change20.00%	# Change-2.00%
Stck Ticker78377T107	Stock NameRyman Hospitality Pptys Inc	$ Position$47,752,770	% Position5.00%	$ Change-3.00%	# Change0.00%
Stck Ticker87724P106	Stock NameTaylor Morrison Home Corp	$ Position$46,184,961	% Position5.00%	$ Change-1.00%	# Change0.00%
Stck TickerN00985106	Stock NameAercap Holdings NV	$ Position$36,896,619	% Position4.00%	$ Change31.00%	# Change37.00%

Brochure Summary

Overview

J. V. Bruni and Company is an investment management firm that is registered with the SEC. We provide money management services for:
• individuals (other than high net worth individuals);
• high net worth individuals;
• pension, profit-sharing and other retirement plans;
• trusts;
• estates;
• charitable organizations, endowments and other nonprofit organizations;
• corporations or other businesses not listed above. Our firm is based in Colorado Springs, Colorado and began conducting business in 1992. We serve clients living in Colorado and other states/locations. Jerome V. Bruni is our firm’s principal owner. We provide “Investment Supervisory Services.” This means we provide continuous advice to clients or make investments for clients based on their individual needs. We manage client accounts on a “discretionary” basis, which means we have the authority to decide:
• which investments to buy and sell for clients;
• the amount of each investment to buy or sell. As of December 31, 2023, we managed $865.3 million of client assets on a discretionary basis. We do not offer non-discretionary management services. Our account management is tailored to the individual investment objectives of each client. Clients provide their investment objectives to us by completing a questionnaire, which is supplemented with an interview if desired by the client. Clients may place limits or restrictions on our investing in certain securities or types of securities.

Clients may change these limits or restrictions at any time. We provide regular summaries of investment objectives and existing restrictions to clients. We advise clients to promptly notify us if their objectives, financial situation or restrictions change. Based on clients’ investment objectives and our best judgment regarding the types of investments to pursue their objectives, most of our clients’ accounts are invested in corporate equities (stocks), with some money-fund positions. In balanced accounts we include fixed-income investments. When choosing investments for clients based on their objectives, we consider and evaluate:
• equity securities, domestic and foreign;
• investment company securities (e.g., mutual funds, exchange-traded funds);
• money-market securities (e.g., Treasury bills, certificates of deposit, commercial paper, money funds);
• United States government securities (e.g., Treasury notes, bonds and inflation- protected securities);
• corporate debt securities (e.g., corporate notes and bonds);
• options and warrants. For clients who don’t want Investment Supervisory Services, we can provide more limited investment advice. This may include advice on specific areas of interest or on general investment or financial topics. Individuals or groups can hire us to provide presentations on economics, investments and related matters. We do not provide legal, accounting, market timing, budgeting, financial planning, or estate planning services.

BRUNI J V & CO

BRUNI J V & CO

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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BRUNI J V & CO BRUNI J V & CO

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

BRUNI J V & CO

BRUNI J V & CO