$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2019
- Office Locations
- 1
Office Locations
209 Delburg St. Suite 205 Davidson NC
About Bookman Bright, Inc.
Bookman Bright, Inc. is a Davidson, NC RIA serving retail clients-often entrepreneurs-with financial planning, tax and estate planning, portfolio construction, and insurance/life insurance guidance. Portfolios emphasize ETFs and mutual funds alongside investment-grade corporates and public funds. Operates Bookman Bright Consulting and Bookman Bright Retirement.
Team overview
55 AVG AGE
$22.6M AVG AUM / ADVISOR
$254.4K AVG AUM / CLIENT
7.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID RONALD HEDGES
Chief Compliance Officer, President
- CRD
- #2826542
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,643,601 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,643,601 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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