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 independent registered investment adviser organized as a limited liability partnership and owned by individuals. The firm serves both high-net-worth individuals and families as well as smaller institutional clients, offering financial planning and portfolio management specifically geared toward individuals and small businesses. Its business profile includes accounting services, and its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Brightstone does not identify as an active ESG investor, does not operate across multiple states, and does not act as a capital allocator or a pension consultant.
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%
Contacts
3 of 3
Timothy Luker
Senior Tax AdvisorCRD 2377614

William Gorgol
Associate AdvisorCRD 8217456

Jeffrey Sturgis
Founding PartnerCRD 3180650
Wealth 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
- 11650 Lantern Rd
- Time zone
- ET (UTC-5)
- Office locations
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