$54.7M Total AUM
$54.7M Disc. AUM
-- 3Y CAGR
3 Employees
69 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2009
- Office Locations
- 1
Office Locations
11650 Lantern Road Suite 207 Fishers IN
About Brightstone Advisors LLP
Brightstone Advisors LLP is a fee-only CFP-led RIA providing comprehensive financial planning and discretionary investment management, with a focus on tax-aware portfolio design, estate planning, and risk management. Portfolios are primarily implemented with ETFs alongside high-quality bonds and cash. Clients can also access tax and accounting support via the Brightstone CPA Group; custody includes Schwab and TD Ameritrade.
Team overview
58 AVG AGE
$18.2M AVG AUM / ADVISOR
$793.4K AVG AUM / CLIENT
8.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JEFFREY B STURGIS
Partner, President
- CRD
- #3180650
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
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William R Gorgol
--
- CRD
- #8217456
Available
Available
Available
TIMOTHY JAMES LUKER
Advisor
- CRD
- #2377614
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,742,965 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,742,965 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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