Investment adviser · CRD 318730
BRIGHTHAVEN FINANCIAL ADVISORS
Investment adviser filing (IA)
BRIGHTHAVEN FINANCIAL ADVISORS, LLC
HUNTSVILLE, AL, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $107M Form ADV · Item 5.F
- Client accounts
- 569 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 24 | $61,617,329 | 57.8% |
| Individuals | 164 | $39,190,536 | 36.8% |
| Corporations & businesses | 13 | $5,629,769 | 5.3% |
| Charities | Fewer than 5 | $128,718 | 0.1% |
Filing source
Form ADV 2127298 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 RUSSELL STREET NE, STE 300HUNTSVILLE, AL, 35801, United States
CRD 318730
Filing source
Form ADV 2127298 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.