Brightstone Advisors Llp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,397,507
Clients
42
Advisors
3
across 2 offices
About
Brightstone Advisors serves individual and high‑net‑worth clients — including retirees, professionals, small business owners, and corporate executives — providing discretionary and non‑discretionary portfolio management, family office services, and ongoing financial planning. The firm manages roughly $54.7 million in client assets across a small client base and typically charges advisory fees on a percentage‑of‑AUM or fixed‑fee basis while also offering consulting and tax‑related engagements.
The firm’s investment approach emphasizes long‑term, diversified portfolios constructed with fundamental analysis and modern portfolio theory, allocating among high‑quality stocks, investment‑grade bonds, REITs, commodity indexes and selectively active small‑cap and foreign strategies. Brightstone applies tax‑aware management practices — minimizing turnover, laddering bonds held directly, and pursuing tax‑loss harvesting where appropriate — and uses an independent custodian platform for execution and client reporting.
A notable distinguishing feature is Brightstone’s affiliation with a registered public accounting practice (Brightstone CPA’s LLP), through which many advisory clients receive tax compliance and planning services, in some cases bundled at no additional cost and governed by separate engagement letters. This direct integration of accounting, tax services and investment management, together with a small‑team model and senior review of client reports, represents an uncommon service mix compared with most peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees range from $5,000 to $10,000 depending on complexity; consulting and tax services fees range from $1,500 to $25,000 per engagement
$0 - $2,000,000: 1.00% Over $2,000,000 - $5,000,000: 0.75% Over $5,000,000 - $10,000,000: 0.50% Over $10,000,000 - Negotiated: Negotiated
Hourly rates range from $125 to $325 depending on work and professional experience
Account minimum: $3,000 Minimum fee: Minimum annual fee per investment advisory relationship is $3,000
Main office
See office8701 E. 116th Street, Suite 245
Fishers IN 46038-3226
Advisors at this office
2
Offices (2)
Most active in
Indiana
Also doing business as
Brightstone Advisors Llp · Brightstone Cpa's Llp · Sturgis Private Client Group Llp
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Lawyer
They provide legal services, typically billed separately.
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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
Advisors at this firm
Jeffrey S
CFP®, Series 65
Fishers, IN
Brightstone Advisors Llp
Jeffrey Sturgis is a financial advisor at Brightstone Advisors LLP with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Brightstone Advisors in 2009, he worked at Linsco/Private Ledger Corp. and Forum Private Client Group. Outside of his advisory role, he is the 100% owner and managing partner of Brightstone CPA's LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.
Timothy L
Series 63, Series 65
Fishers, IN
Brightstone Advisors Llp
Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been affiliated with Primerica Financial Services and Primerica Advisors. Outside of his financial career, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm employs a long-term, diversified investment approach and integrates tax services through an affiliated registered public accounting practice.
William G
Series 65
Fishers, IN
Brightstone Advisors Llp
William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and one year of industry experience. Prior to joining Brightstone, he worked at Marcus & Millichap for seven years and spent four years at Indiana University Kelley School of Business. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, providing discretionary and non-discretionary portfolio management, family office services, and ongoing financial planning. The firm emphasizes long-term, diversified portfolios using fundamental analysis and modern portfolio theory, and integrates tax and accounting services through an affiliated CPA practice.
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