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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaTimber +more
- Established Date
- 05-01-2014
- Office Locations
- 1
Office Locations
About Brightwater Advisory, LLC
Brightwater Advisory, LLC is a Tampa-based fiduciary RIA providing investment management and financial planning, managing clients’ liquid assets in their own accounts tied to a written investment plan. Client work commonly includes retirement and tax planning, charitable giving, and insurance coordination, with portfolios using ETFs, mutual funds, and fixed income. Custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
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Investment Themes
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Technology
Owner & Executives
KATHLEEN NELSON MADDUX
Chief Financial Officer, Chief Investment Officer
- CRD
- --
- Ownership
- 50% but less than 75%
DAVID CARLEN MADDUX JR
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #3100686
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Barry W Brindise
Associate Advisor
- CRD
- #7204767
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,916,174 | $417,855 |
| Non-Discretionary | $10,842,098 | $637,770 |
| Total | $303,758,272 | $423,062 |
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Separately Managed Accounts
Total SMA Asset: $303,758,272
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $607,775,431 | 23.8% |
| U.S. Government/Agency | $533,718,761 | 20.9% |
| Cash | $446,893,699 | 17.5% |
| Equity - Exchange | $663,956,353 | 26.0% |
| Municipal Bonds | $301,334,038 | 11.8% |
| Total | $2,553,678,282 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ZENITH | FOUNDATION WAVE | I5WWD76KH | OBJZA | 11.20% | $46,489,294 |
| RIDGE VITAL NORTH | PEAK GLACIER | 2TXKY42X5 | SOHA | 1.82% | $3,218,841 |
| CATALYST PIONEER | ATLAS UNISON | SDUHFWVDY | YTST | 2.77% | $38,906,734 |
| ALPHA EAGLE | MOMENTUM MERIDIAN | G8XS7AIIF | HUFCK | 9.21% | $53,361,358 |
| FRONTIER INSIGHT | ALPHA LEGACY | TFAAY5LX6 | BNC | 8.80% | $105,904,207 |
| HORIZON FRONTIER | VITAL CREST | T8HX3Q84L | FCBT | 11.52% | $26,422,133 |
| VALUE BRIDGE HORIZON | PEAK VALUE | QNT8Y5PMX | GKQ | 8.55% | $52,498,299 |
| FUSION MOMENTUM | RADIAL GLACIER | RNZK5UWZQ | LPCDF | 11.57% | $1,082,390 |