CRD: 318730
Brighthaven Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-22-2022
- Office Locations
- 2
Office Locations
About Brighthaven Financial Advisors, LLC
BrightHaven Financial Advisors is a Huntsville, AL fiduciary RIA providing retirement planning, retirement income guidance, investment advice, and ongoing portfolio management. The firm emphasizes nimble, high-conviction portfolios (often 20-30 positions) built from proprietary baskets of stocks and bonds to help reduce fund expenses, using fundamental "wide moat" research alongside technical signals and active monitoring. Custody is commonly via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILLIP ARMANTIER GIBSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #6524854
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
William Spencer Chappell
Financial Advisor
- CRD
- #7417763
JOHN P GIBSON
Financial Advisor/CIO
- CRD
- #5925373
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,211,997 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,211,997 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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