Brightstone Advisors LLP
Firm details
- Headquarters
- Fishers, Indiana
- CRD number
- 150936
- Website
- www.brightstoneadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.9%
- Individuals36.47%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brightstone Advisors LLP is an Indiana-based independent RIA organized as a limited liability partnership. The firm serves both individual and family clients and institutional relationships, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Its business background includes accounting services, and fee arrangements are a mix of asset-based fees, hourly charges, and fixed fees rather than commission-driven models. Brightstone does not position itself as a multi-state or capital-allocating advisory platform, and it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities56%
- Investment Grade Corp Bonds16%
- US Government Bonds15%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fishers, IN
Hamilton
Location
Fishers, IN
Headquartered in Fishers, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 8701 E 116th St
- Time zone
- ET (UTC-5)
- Office locations
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