CRD: 164408
Bright Road Wealth Management, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2012
- Office Locations
- 6
Office Locations
About Bright Road Wealth Management, LLC
Bright Road Wealth Management is a fee-only fiduciary RIA providing personalized wealth management, investment management, and plain-English financial planning for individuals and families, including retirees, federal employees, and busy professionals. Portfolios lean on ETFs alongside fixed income exposures, and the firm works with custodians such as Charles Schwab. The team has been cited in outlets including MarketWatch and Kiplinger.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN KENT PINKSTON
Financial Advisor, General Partner, Managing Member
- CRD
- #2916032
- Ownership
- 50% but less than 75%
Jayson Dee Owens
Financial Advisor, General Partner
- CRD
- #6618470
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MATTHEW WILLIE ANDERSON
Financial Advisor
- CRD
- #2894797
James Thomas Barnum
Investment Advisor
- CRD
- #7515625
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,681,868 | $198,566 |
| Non-Discretionary | $11,579,871 | $1,447,484 |
| Total | $443,261,739 | $203,145 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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