BrightHaven Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,808,266
Clients
108
Advisors
4
across 2 offices
About
BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit‑sharing plans and small businesses, providing discretionary portfolio management, written financial planning, and consolidated reporting services that can include assets not managed by the firm. Advisory accounts may include mutual funds, stocks, bonds, ETFs, options and, for qualified investors, alternative investments, while clients can impose reasonable investment restrictions on their accounts.
The firm emphasizes a high‑conviction equity approach, managing a concentrated portfolio of roughly 20–40 companies chosen for durable competitive advantages and consistent earnings, and combines fundamental research with technical analysis to identify entry and exit points. Portfolio construction and risk profiles are customized to each client, with reviews at least annually and additional reporting and data‑storage services offered for excluded assets unless a separate management engagement is agreed.
BrightHaven’s brochure discloses several cross‑industry affiliations that distinguish it from many peers: the firm’s principal maintains a private law practice and the firm has ownership ties to an independent insurance agency, while some advisers are licensed to sell insurance—relationships the firm identifies as potential conflicts of interest. The firm also describes its custodial arrangements with major custodians, use of soft‑dollar resources, and a policy to monitor and rebate certain fund distribution fees.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee ranging from $500 to $800 per financial plan
$0 - $500,000: 1.50% $500,001 - $2,500,000: 1.35% $2,500,001 - $4,000,000: 1.20% $4,000,001+: 1.00%
$250 per hour billed in 15-minute increments
Account minimum: $500,000
Main office
See office200 Russell Street NE, Ste 300
Huntsville AL 35801
Advisors at this office
3
Offices (2)
Most active in
Alabama
Also doing business as
Brighthaven Financial Advisors · Brighthaven Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John G
Series 66
Huntsville, AL
BrightHaven Financial Advisors
John Gibson is a financial advisor with BrightHaven Financial Advisors in Huntsville, AL, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Hightower Securities and BrightHaven Capital Management. Gibson also serves as a professor at the University of Alabama-Huntsville. BrightHaven Financial Advisors provides discretionary portfolio management, financial planning, and consolidated reporting services to individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity approach with customized portfolio construction and integrates fundamental and technical analysis for investment decisions.
Geoffrey W
Series 63, Series 65
Huntsville, AL
BrightHaven Financial Advisors
Geoffrey West is a financial advisor with BrightHaven Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Raymond James and Jackson National Life Distributors. West serves on the advisory board for a student-led investment portfolio at Freed-Hardeman University and is a partner in several business ventures, including a coffee company and a physician’s clinic. BrightHaven Financial Advisors provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity strategy focused on concentrated portfolios of companies with durable competitive advantages, combining fundamental research with technical analysis to guide investment decisions.
Phillip G
Series 63, Series 65
Huntsville, AL
BrightHaven Financial Advisors
Phillip Gibson is a financial advisor at BrightHaven Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advising since 2013, including roles at The Gibson Agency and AllState Insurance Company. In addition to his advisory work, he owns a law practice and serves as president of an independent insurance agency. BrightHaven Financial Advisors serves individuals, families, trusts, estates, profit-sharing plans, and small businesses with discretionary portfolio management, financial planning, and consolidated reporting. The firm employs a high-conviction equity strategy focused on a concentrated portfolio of companies, combining fundamental research and technical analysis with customized portfolio construction for each client.
William C
CFP®, Series 65, Series 63
Birmingham, AL
BrightHaven Financial Advisors
William Chappell is a CFP® professional at BrightHaven Financial Advisors with four years of industry experience. Prior to joining BrightHaven in 2026, he worked at Raymond James & Associates and held positions at the University of South Alabama and Colliers International. Outside of finance, he owns and operates Chop & Roll LLC, a commercial kitchen rental business. BrightHaven Financial Advisors provides discretionary portfolio management and comprehensive financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a high-conviction equity strategy focused on concentrated portfolios of companies with durable competitive advantages, integrating fundamental research with technical analysis to manage risk and customize portfolios.
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