BRINDLE & BAY FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- FRISCO, Texas
- CRD number
- 291747
- Registered since
- September 3, 2024
- Website
- www.brindleandbay.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.26%
- Individuals30.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brindle & Bay Financial Advisors, LLC is an independent registered investment adviser that began SEC registration in 2024 and is organized as a limited liability company owned by an individual. The firm serves individual and family clients, offering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee schedule blends percentage-of-AUM billing with fixed fees rather than commission-based or performance-only arrangements. The firm reports it is not a capital allocator and does not identify as an active ESG investor. It lists an insurance company among its industry affiliations and focuses its advisory activity on traditional planning and portfolio management rather than institutional or pension consulting.
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents6%
Contacts
3 of 3Andrew Bencivenga
Lead Financial PlannerCRD 7293159
Nicolas Davis
FounderCRD 6627447
TORI TEN HAGEN
Financial PlannerCRD 7606463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$157M in ETFs
95%
$150M
2%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $17.1M | 267,546 | 10.91% |
Location
FRISCO, TX
COLLIN
Location
FRISCO, TX
Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5899 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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