RIA Intel›Advisers›Ohio›BRUIN CAPITAL ALLOCATION, LLC

BRUIN CAPITAL ALLOCATION, LLC

Advisory

CINCINNATI, OH

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$14M

across 1 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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JOSEPH S. DUKE

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HAWK INVESTMENT MANAGEMENT, LLC

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