Brightstone Advisors LLP

RIAState Registered
Total AUM
$54.7M
Discretionary
$54.7M
100% of AUM
Avg account
$684K
Accounts
80
Employees
3
Advisory reps
3

Firm details

Headquarters
Fishers, Indiana
CRD number
150936
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Investment Grade Corp Bonds 16%, US Government Bonds 15%, Cash & Cash Equivalents 11%, Public Funds/Mutual Funds 2%56%
  • Exchange Traded Equities56%
  • Investment Grade Corp Bonds16%
  • US Government Bonds15%
  • Cash & Cash Equivalents11%
  • Public Funds/Mutual Funds2%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth