Chris Bulman Inc.
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 556
- Avg AUM / client
- $509K
- Accounts
- 1,143
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 477 | $133M | 47.0% |
| High net worth individuals | 78 | $149M | 52.8% |
| Pension and profit sharing plans | 1 | $425K | 0.15% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bulman, Sarah | Trustee | Mar 2021 (5y) | ≈ 37.5% – 75% via Christopher And Sarah Bulman Family Trust | |
| Christopher James Bulman | President/Investment Advisor Representative | Mar 2021 (5y) | 75% or more | |
| Larson, Aaron, Russell | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Scott Andrew Vlahon | Registered representative | Jul 2021 (5y) | ||
| Michael Shawn Mcelmoyl | Registered representative | Apr 2024 (2y) | ||
| Marcos Simon Lemus | Registered representative | Jan 2025 (2y) | ||
| Taranvir S. Pannu | Registered representative | Jan 2025 (2y) | ||
| Zane Scott Williams | Registered representative | Aug 2025 (1y) | ||
| Stephanie Yanira Hernandez | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Christopher And Sarah Bulman Family Trust | Member | Mar 2021 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Bulman, Sarah: 50% – 75% of Christopher And Sarah Bulman Family Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CO-ADVISOR FEES AND REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $242M (86% of AUM) Feb 2026
- Pershing $40.8M (28% of AUM) Oct 2024
- Charles Schwab & Co. $40.5M (14% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗