Brighthaven Financial Advisors
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 318730
- Website
- www.brighthavenadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY INSTITUTIONAL WEALTH ADVISER
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals97.59%
- Corporations / Businesses2.2%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brighthaven Financial Advisors is an independent, individual-owned RIA that acts as a capital allocator for both individual/family and institutional clients. Its service mix centers on financial planning and discretionary portfolio management for individuals and small businesses, with listed capabilities that include pension consulting and the selection of third-party advisers. The firm bills using a mix of percentage-of-AUM, hourly, and fixed fees. It maintains industry relationships with at least a law firm and an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds19%
- Investment Grade Corp Bonds10%
- State & Local Bonds7%
- US Government Bonds3%
Owners & executives
2 of 2
John Gibson
CIO & Financial AdvisorCRD 5925373
Phillip Gibson
Founder and CEOCRD 6524854
Contacts
2 of 2
Geoffrey West
Financial AdvisorCRD 5807040
William Chappell
Partner, Financial AdvisorCRD 7417763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntsville, AL
Madison
Location
Huntsville, AL
Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- Madison
- Address
- 200 Russell St Ne
- Time zone
- CT (UTC-6)
- Office locations
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