RIA Intel›Advisers›Alabama›BRIGHAM JR, WILLIAM H

BRIGHAM JR, WILLIAM H

Advisory

MOBILE, AL

Data as of May 16, 2025 · Source: SEC Form ADV

Average account

$467K

across 15 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed May 16, 2025.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

RUSSELL ASSET MANAGEMENT, LLC

$7M

REDMONT CAPITAL, LLC

$7M

$7M

FIRST FIDELITY GROUP LLC

$7M

PINDZOLA VENTURES, LLC

$9M

LBH WEALTH ADVISORS, LLC

$5M

Get the full picture on BRIGHAM JR, WILLIAM H

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BRIGHAM JR, WILLIAM H and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans