Brightwood Ventures, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$75,020,698
Clients
36
Advisors
1
of 1 employees
About
Brightwood Ventures, LLC is a registered investment adviser that provides financial planning and wealth management to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. Services include comprehensive financial plans (using cash-flow analysis and Monte Carlo simulation), investment implementation, and ongoing portfolio oversight for taxable and retirement accounts.
Investment guidance is driven by an Investment Policy Statement and a set of five model portfolios with equity allocations typically between 30% and 70%, with periodic rebalancing and tactical adjustments based on market conditions. The firm uses a mix of low-cost index funds, active funds, and—where appropriate—individual stocks, and supplements core allocations with satellite strategies such as a Quality Stock Portfolio that ranks U.S. stocks using cash-flow yield and gross-profitability metrics.
Compared with peers, Brightwood’s client roster explicitly includes charitable organizations and donor-advised funds, an offering that is uncommon among independent advisers. The firm also documents personal-trading safeguards (same-day priority rules and block-trading procedures), applies a research-driven satellite strategy grounded in academic work, and manages roughly $80.9 million in client assets.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,000+: .75% annually on balance over $1,000,000
$150/hour for financial planning (waived if assets are over $500,000)
Main office
Tigard OR
Advisors at this office
1
Most active in
Oregon
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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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
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