Brightstone Advisors LLP

RIASEC 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 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

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%

Contacts

3 of 3
  • Timothy Luker

    Timothy Luker

    Senior Tax AdvisorCRD 2377614

  • William Gorgol

    William Gorgol

    Associate AdvisorCRD 8217456

  • Jeffrey Sturgis

    Jeffrey Sturgis

    Founding PartnerCRD 3180650

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

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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
11650 Lantern Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth