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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-26-2016
- Office Locations
- 1
Office Locations
About Bristol Financial LLC
Bristol Financial LLC is a Clayton-based RIA. The firm has been operating for 10 years. Managing $84.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 51 clients, or 25.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bristol Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN FRANCIS HORAN III
Managing Director, President
- CRD
- #1904366
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID Michael APTED
Wealth Management Advisor
- CRD
- #1255773
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $84,000,000 | -- |
| Total | $84,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bristol Financial LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.