RIA Intel›Advisers›Virginia›SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

Advisory

N·MCLEAN, VA

Data as of Mar 30, 2021 · Source: SEC Form ADV

Total AUM

$5.1B

1-Year AUM Growth

+17.9%

3-Year CAGR

+13.4%

Employees

31

Assets Under Management

Total AUM$5.1B

Discretionary AUM$5.0B

Non-Discretionary AUM$17M

Discretionary %99.7%

Total Clients—

Team

Total Employees31

Investment Advisers66

Employee Growth (1Y)—

Filing History

Total Filings on Record96

First FilingFeb 23, 2001

Latest FilingMar 30, 2021

🔒 Full AUM trend chart and 96 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.