AdvizorPro

Bigham Wealth Advisory LLC

Bigham Wealth Advisory LLC. CRD 310958

Bigham Wealth Advisory LLC logo

CRD: 310958

Bigham Wealth Advisory LLC

Chattanooga, TN, 37415
4235413587
$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
110 ADV. Clients
5 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
--
Established Date
01-06-2021
Office Locations
1

Office Locations

651 E 4TH St. Suite 200 Chattanooga TN

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.

Team overview

34 AVG AGE
$11.5M AVG AUM / ADVISOR
$104.7K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

See the complete signal summary connected to horizon.
Open the full profile to inspect shifts in eagle insight.
Open the full profile to inspect shifts in frontier unison.
Unlock to compare peer behavior around capital fusion.
Unlock to see real insight on summit oak.
Unlock to see real insight on crest pioneer.
Request access to benchmark trends tied to catalyst zenith.
Request access to benchmark trends tied to insight.

Asset Classes

Matrix Insight Momentum vector Momentum

Client Personas

Radial Eagle frontier

Custodian

Glacier insight Frontier

Investment Themes

Unison ridge Beacon unison

Investment Vehicles

North value Vertex alpha

Services

Matrix Vital Quantum optima Frontier insight Matrix peak Crest Timber beacon Zenith Prime quantum

Owner & Executives

RUSSELL T BIGHAM

RUSSELL T BIGHAM

Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#5668012
Ownership
75% or more
(712) 964-3688
eagle.insight@primecapital.com
in linkedin.com/in/signal-beacon

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,519,239 --
Non-Discretionary $0 --
Total $11,519,239 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $11,519,239

$11.5M Total SMA
Equity - Exchange:
19.6%
Corporate - Investment Grade:
11.8%
Cash:
16.1%
Municipal Bonds:
15.7%
Public Funds:
22.9%
U.S. Government/Agency:
13.9%
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%

Start a free trial and
prospect smarter