Birch Run Investments, LLC
Birch Run Investments, LLC is an SEC-registered ria in Exton, PA with $457.5M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Birch Run Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285285, SEC 801-108422, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $457.5M (2026-03-25)
- Firm type
- Ria
- Location
- Exton, PA
- Employees
- 5
- Clients
- 48
- CRD
- 285285
- Ownership
- KILLIAN, DAVID, MICHAEL; WINN, CHRISTOPHER, EDWARD; KILLIAN, LEIGH, MARGARET
How much AUM does Birch Run Investments, LLC have?
Birch Run Investments, LLC reported $457.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Birch Run Investments, LLC?
Disclosed owners and executives of Birch Run Investments, LLC include KILLIAN, DAVID, MICHAEL, WINN, CHRISTOPHER, EDWARD, KILLIAN, LEIGH, MARGARET. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.