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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-2021
- Office Locations
- 1
Office Locations
About Bigham Wealth Advisory LLC
Bigham Wealth Advisory is a Chattanooga-based fiduciary RIA delivering personalized wealth management that pairs tactical, indicator-driven portfolio management with retirement, estate, and tax-aware planning. The firm also incorporates insurance-based strategies (including index-linked and long-term-care hybrid solutions) and debt-elimination guidance for individuals, families, and entrepreneurs. Portfolios are largely ETF-driven, with Schwab/LPL custody and direct advisor access.
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Owner & Executives
RUSSELL T BIGHAM
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5668012
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,519,239 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,519,239 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,519,239
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $850,017,933 | 19.6% |
| Corporate - Investment Grade | $511,745,490 | 11.8% |
| Cash | $698,229,016 | 16.1% |
| Municipal Bonds | $680,881,711 | 15.7% |
| Public Funds | $993,133,197 | 22.9% |
| U.S. Government/Agency | $602,818,840 | 13.9% |
| Total | $4,336,826,187 | 100.0% |