Brightwater Advisory, LLC
● SEC registered since 2017CRD 169806SEC# 801-110500Tampa, FL
Reg. AUM
$303.8M
Employees
5
Accounts
718
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 $303.8 million in regulatory assets under management and employs 5 people.
Brightwater Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Carlen Maddux Control | Managing Member, Chief Executive Officer, Chief Compliance Officer, And Chief Investment Officer | 50-75% | 2014 |
| Kathleen Nelson Maddux Control | Member, Chief Financial Officer | 50-75% | 2014 |
Frequently asked questions
How much does Brightwater Advisory, LLC manage?
Brightwater Advisory, LLC reports $303.8 million in regulatory assets under management on its Form ADV.
How many employees does Brightwater Advisory, LLC have?
Brightwater Advisory, LLC reports 5 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
| Address | 4613 W. North a St., Tampa, FL 33609 |
| Phone | 813-251-6310 |
| Fax | 813-336-1524 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$303.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$303.8Mregulatory AUM
Discretionary $292.9MNon-discretionary $10.8M