William A. Bruner

EQUITY INVESTMENT CORP

Atlanta, GA 30309

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CRD#: 4634312

Professional summary

William Andrew Bruner, who also goes by W. Andrew Bruner, is a registered financial advisor currently at EQUITY INVESTMENT CORP located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

W. Andrew Bruner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

As of June 10, 2021, W. Andrew Bruner was appointed successor co-trustee of the Mary B. Schwab Grantor Trust held in custody at Charles Schwab & Company, Inc. As co-trustee, Mr. Bruner's duties include management of personal expenditures, investments and property held in trust, which may entail approximately 5 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Bruner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2016 - Present

EQUITY INVESTMENT CORP

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

RIA

CRD#: 283930

Atlanta, GA

Past

February 24, 2003 - October 30, 2017

JFB HOLDINGS CORP

RIA

CRD#: 108510

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/21/2016)

IAR

Texas
(10/3/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 Approved)

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Contact information

Main Address

1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

Mailing Address

Phone number

(404) 239-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EQUITY INVESTMENT CORPORATION ADV 2A & 2B DATED MARCH 27, 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6,039
AUM (Assets Under Management)	$ 3,051,151,512

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William A. Bruner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Bruner's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITY INVESTMENT CORP

JFB HOLDINGS CORP

Primary Firm SEC Registration

EQUITY INVESTMENT CORP

State Registrations and Notice Filings

Exams

Current Firm

EQUITY INVESTMENT CORP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQUITY INVESTMENT CORP

TRUST BUT VERIFY

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