Bigham Wealth Advisory LLC

RIASEC Registered

Total AUM

$13.7M

Discretionary

$13.7M

100% of AUM

Avg account

$97.2K

Accounts

141

Employees

Advisory reps

Firm details

Headquarters: Chattanooga, Tennessee
CRD number: 310958
Website: bighamwealthadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., DUNHAM TRUST & INVESTMENT SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals65.55%
HNWI34.45%
Corporations / Businesses0.54%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bigham Wealth Advisory LLC is an independent, individually owned registered investment adviser that serves both high-net-worth individuals/families and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of sub‑advisers or third‑party managers. Its fee arrangements are flexible and include percentage-of-AUM charges as well as hourly, fixed-fee, and performance-based structures. Bigham does not identify as an active ESG investor and lists an insurance company among its industry affiliations.