Bigham Wealth Advisory LLC

RIASEC Registered

Total AUM

$11.5M

Discretionary

$11.5M

100% of AUM

Avg account

$90.7K

Accounts

127

Employees

Advisory reps

Firm details

Headquarters: Chattanooga, Tennessee
CRD number: 310958
Website: bighamwealthadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., LPL, DUNHAM TRUST & INVESTMENT SERVICES
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Individuals69.13%
HNWI30.23%
Corporations / Businesses0.64%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bigham Wealth Advisory LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It describes itself as a capital allocator and serves both individual/family and institutional clients. Compensation is primarily fee-based — a percentage of assets under management — and the firm also uses performance-based fees. The firm is not positioned as an ESG investor, does not operate multi-state as an adviser, and is not a pension consultant or related adviser. An industry affiliation with an insurance company is noted.