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Brightwater Advisory, LLC

● SEC registered since 2017CRD 169806SEC# 801-110500Tampa, FL
Export (members)
Reg. AUM
$276.6M
Employees
6
Accounts
712
Location
Tampa, FL

Brightwater Advisory, LLC assets under management

Brightwater Advisory, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2017. It reports $276.6 million in regulatory assets under management and employs 6 people.

Brightwater Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Carlen Maddux ControlManaging Member, Chief Executive Officer, Chief Compliance Officer, And Chief Investment Officer50-75%2014
Kathleen Nelson Maddux ControlMember, Chief Financial Officer50-75%2014

Frequently asked questions

How much does Brightwater Advisory, LLC manage?

Brightwater Advisory, LLC reports $276.6 million in regulatory assets under management on its Form ADV.

How many employees does Brightwater Advisory, LLC have?

Brightwater Advisory, LLC reports 6 employees.

Where is Brightwater Advisory, LLC located?

Brightwater Advisory, LLC is based in Tampa, FL and has been SEC-registered since 2017.

Does Brightwater Advisory, LLC disclose fund performance?

Brightwater Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4613 W. North a St., Tampa, FL 33609
Phone813-251-6310
Fax813-336-1524
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$260.6M
Non-discretionary$16M
Total (RAUM)$276.6M