Data / Investment advisers / Virginia / Broad Run Investment Management, LLC
Broad Run Investment Management, LLC, Arlington, VA: $682 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Broad Run Investment Management, LLC is an SEC registered investment adviser with its main office in Arlington, Virginia and reports $682 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include investment companies, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 165067
- SEC file number
- 801-77021
- SEC status
- Approved, effective August 15, 2012
- Main office
- 1530 Wilson Blvd Suite 530, Arlington, VA 22209
- Phone
- (703) 260-1260
- Regulatory AUM
- $681,750,049 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $681,750,049
- Accounts
- 140
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $513.2 million |
| High net worth individuals | 111 | $134.6 million |
| Charitable organizations | 7 | $17.5 million |
| Individuals (other than high net worth individuals) | 20 | $9.4 million |
| Pooled investment vehicles | 1 | $7.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $681.8 million | March 20, 2026 |
| December 1, 2025 | $805.3 million | March 28, 2025 |
Other advisers in Arlington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gef Capital Partners | Arlington | $1.75 billion | 23 | adviserinfo.sec.gov |
| Evermay Wealth Management, LLC | Arlington | $1.33 billion | Not listed | adviserinfo.sec.gov |
| Winston Capital Management LLC | Arlington | $1.15 billion | 5 | adviserinfo.sec.gov |
| Solomon Hess Capital Management | Arlington | $1.08 billion | 3 | adviserinfo.sec.gov |
| LNC Partners | Arlington | $820.3 million | 6 | adviserinfo.sec.gov |
| The Ithaka Group, LLC | Arlington | $572.1 million | Not listed | adviserinfo.sec.gov |
| Sands Capital Horizons, LLC | Arlington | $466.9 million | 1 | adviserinfo.sec.gov |
| Omega Wealth Management LLC | Arlington | $309.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arlington, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Broad Run Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.