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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North peak
- Established Date
- 05-03-2007
- Office Locations
- 1
Office Locations
About Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC is a Portland, Maine–based RIA (founded 2007) providing discretionary investment management and financial planning for families and institutions. The firm emphasizes asset allocation and diversification, with portfolios commonly using public funds/ETFs and fixed income. Custodied at Charles Schwab, the team includes multiple CFP credentialed advisors.
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Owner & Executives
PATRICK BENJAMIN FLOOD
Managing Member, Managing Partner
- CRD
- #5666385
- Ownership
- 10% but less than 25%
Racquel Heath Tibbetts
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #7269856
- Ownership
- 10% but less than 25%
Frontier radial
Value bridge delta
- CRD
- #89773
- Ownership
- 15.2%
Showing 2 of 3 owners & executives
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MATTHEW RAYMOND HUCKINS
--
- CRD
- #6233408
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $434,536,682 | $497,751 |
| Non-Discretionary | $120,651,934 | $5,484,179 |
| Total | $555,188,616 | $620,322 |
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Separately Managed Accounts
Total SMA Asset: $555,188,616
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $571,152,154 | 23.4% |
| Equity - Exchange | $427,143,705 | 17.5% |
| Corporate - Investment Grade | $212,351,442 | 8.7% |
| U.S. Government/Agency | $280,694,434 | 11.5% |
| Cash | $361,241,533 | 14.8% |
| Municipal Bonds | $588,237,901 | 24.1% |
| Total | $2,440,821,169 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME DELTA TIMBER | VALUE EAGLE | M08D2VGAT | OSY | 11.96% | $12,647,011 |
| UNISON BEACON MATRIX | VECTOR DELTA | US3YM7DZP | HPHI | 8.96% | $89,935,967 |
| SUMMIT EMBER RADIAL | RIDGE OAK | PL7NJPK49 | SKNMJ | 7.99% | $1,376,289 |
| INSIGHT MOMENTUM CREST | SUMMIT FUSION | 75DYQZII6 | VBC | 2.77% | $37,575,693 |
| OPTIMA PIONEER | OPTIMA OAK | 20H8PYUZH | EWVKL | 8.27% | $10,600,730 |
| PRIME PEAK PIONEER | DELTA ATLAS | W5QKTGZJF | RGXD | 2.97% | $111,527,783 |
| FOCUS TIMBER | OAK SIGNAL | EVI03NGWF | SLIZZ | 9.51% | $76,051,440 |
| VALUE DELTA WAVE | INSIGHT EMBER | X8R3LJITD | EAEKF | 5.85% | $58,849,482 |