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BRIGHTSTONE ADVISORS LLP
CRD 150936
11650 LANTERN ROAD, SUITE 210, FISHERS, IN, 46038-3100, United States
Phone
317-576-8544
Fax
317-576-8539
Registration
— (—)
Source
State registered
Total AUM
$54.7M
Discretionary AUM
$54.7M
Team
3 total employees; 3 advisory reps; 26 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $20.0M |
| High net worth individuals | 7 | $34.4M |
| Corporations/business entities | 1 | $345K |
All web addresses on file
Official SEC filing: View on IAPD