Birch Run Investments, LLC
● SEC registered since 2016CRD 285285SEC# 801-108422Exton, PA
Reg. AUM
$457.5M
Employees
5
Accounts
55
Location
Exton, PA
Birch Run Investments, LLC assets under management
Birch Run Investments, LLC is an investment advisory firm registered with the SEC based in Exton, PA. The firm has been registered since 2016. It reports $457.5 million in regulatory assets under management and employs 5 people.
Birch Run Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Killian Control | Managing Member, President And Chief Compliance Officer | Over 75% | 2016 |
| Leigh Margaret Killian | Chief Operating Officer | Under 5% | 2024 |
Frequently asked questions
How much does Birch Run Investments, LLC manage?
Birch Run Investments, LLC reports $457.5 million in regulatory assets under management on its Form ADV.
How many employees does Birch Run Investments, LLC have?
Birch Run Investments, LLC reports 5 employees.
Where is Birch Run Investments, LLC located?
Birch Run Investments, LLC is based in Exton, PA and has been SEC-registered since 2016.
Does Birch Run Investments, LLC disclose fund performance?
Birch Run Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 211 Welsh Pool Road, Suite 234, Exton, PA 19341 |
| Phone | (610) 321-3453 |
| Fax | 610-363-6419 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$457.5M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$457.5Mregulatory AUM
Discretionary $457.5M