BRIGHTHAVEN FINANCIAL ADVISORS, LLC
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
- 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, LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm serves both individuals/families and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. Brighthaven also conducts insurance-brokerage activities and is affiliated with a law firm and an insurance company, reflecting a hybrid business model that combines wealth management with related professional services. The firm identifies as a capital allocator and does not position itself as an ESG-focused 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 2JOHN GIBSON
CIO & Financial AdvisorCRD 5925373
PHILLIP GIBSON
Founder and CEOCRD 6524854
Contacts
2 of 2Geoffrey 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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