# Brighthaven Financial Advisors

> Brighthaven Financial Advisors is a state-registered investment advisory firm in Huntsville, AL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 318730
- Filed as: BRIGHTHAVEN FINANCIAL ADVISORS
- Legal name: Brighthaven Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Huntsville, AL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318730
- AdvisorCensus page: https://advisorcensus.com/firm/brighthaven-financial-advisors-huntsville-al-318730

## Quick answers

**How is Brighthaven Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Brighthaven Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Brighthaven Financial Advisors located?**
Brighthaven Financial Advisors' principal office is in Huntsville, AL, according to its Form ADV.

**Is Brighthaven Financial Advisors registered with the SEC or a state?**
Brighthaven Financial Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318730.

**How much does Brighthaven Financial Advisors manage?**
Brighthaven Financial Advisors reports $106,566,352 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**What types of clients does Brighthaven Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (24); corporations or other businesses not listed above (13).

**Does Brighthaven Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318730

**What changed in Brighthaven Financial Advisors' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $58,211,997 to $106,566,352 (+83%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $106,566,352
- Discretionary: $106,566,352
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $39,190,536 |
| High net worth individuals | 24 | $61,617,329 |
| Charitable organizations | 1 | $128,718 |
| Corporations or other businesses not listed above | 13 | $5,629,769 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brighthavenadvisors.com
- Facebook @BrightHaven-Financial-Advisors
- LinkedIn @brighthaven-advisors

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $58,211,997 to $106,566,352 (+83%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brighthaven Financial Advisors (CRD 318730): Form ADV filing data as of October 2026.