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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-04-2009
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 69 clients, or 23 clients per representative. That equates to $793.4K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Brightstone Advisors LLP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY B STURGIS
Partner, President
- CRD
- #3180650
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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William R Gorgol
--
- CRD
- #8217456
TIMOTHY JAMES LUKER
Advisor
- CRD
- #2377614
Showing 2 of 3 contacts
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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
SMA allocation detail is available
Brightstone Advisors LLP has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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