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John Bolton Delaney

Investment adviser representative at Birch Run Investments, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$457.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

21 years in the industry.

  1. Birch Run Investments, LLCOct 2022 to now
  2. UnemployedJan 2021 to Oct 2022
  3. The Swarthmore Group, Inc.Sep 2005 to Jan 2021

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1992
  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 1 state (PA).

Birch Run Investments, LLC

$457.5MAssets managed
55Clients
2Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2013747
Firm CRD
285285
Advisor's SEC record (opens in a new tab)
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