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
- HNWI57.82%
- Individuals36.78%
- Corporations / Businesses5.28%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brighthaven Financial Advisors is an independently owned limited liability company registered in Alabama that serves both individual/family and institutional clients. The firm identifies itself as a capital allocator and offers a mix of advisory services, including financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selection of other advisers. Its fee model is flexible: percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Brighthaven lists industry affiliations with a law firm and an insurance company, and its organizational ownership is individual rather than corporate.
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 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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