# Brightstone Advisors LLP

> Brightstone Advisors LLP is a state-registered investment advisory firm in Fishers, IN, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 150936
- Filed as: BRIGHTSTONE ADVISORS LLP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fishers, IN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150936
- AdvisorCensus page: https://advisorcensus.com/firm/brightstone-advisors-llp-fishers-in-150936

## Quick answers

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

**Where is Brightstone Advisors LLP located?**
Brightstone Advisors LLP's principal office is in Fishers, IN, according to its Form ADV.

**Is Brightstone Advisors LLP registered with the SEC or a state?**
Brightstone Advisors LLP is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150936.

**How much does Brightstone Advisors LLP manage?**
Brightstone Advisors LLP reports $54,742,965 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Brightstone Advisors LLP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (7); corporations or other businesses not listed above (1).

**Does Brightstone Advisors LLP 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/150936

## 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: $54,742,965
- Discretionary: $54,742,965
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $19,964,180 |
| High net worth individuals | 7 | $34,433,327 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $345,458 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightstoneadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightstone Advisors LLP (CRD 150936): Form ADV filing data as of October 2026.