Bigham Wealth Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,519,239
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
54
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$213,319
About
Bigham Wealth Advisory LLC provides discretionary asset management, financial planning, and basic estate‑planning services to individual and high‑net‑worth clients. The firm implements portfolios directly and through sub‑advisors and third‑party managers, and it supports client onboarding, ongoing monitoring, and periodic reporting.
Investment decisions draw on fundamental and technical analysis and may include long‑ and short‑term holdings, trading, option writing, and other derivative instruments as part of portfolio construction and risk management. The firm uses model and allocation programs available through third‑party platforms and conducts periodic reviews to rebalance portfolios and identify opportunities such as tax‑loss harvesting.
The brochure discloses a performance‑based fee option for qualified clients (10% of quarterly gains above a high‑water mark) with specific thresholds (at least $1,100,000 under management and a net worth exceeding $2,200,000), and it explicitly discusses the use and risks of derivatives and options strategies. It also discloses an affiliated insurance business whose managing member devotes a substantial portion of time to insurance activities and receives commissions, and the firm acknowledges referral and sub‑advisor fee arrangements that can create conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
$1,000-$1,500 for basic estate plan plus $250 per property/entity added
$0+: 1.00% annually $0+: 1.50% annually (if utilizing Sub-Advisor: 1.00% to BWA + 0.50% to Sub-Advisor)
$80 per hour for financial planning
10% of quarterly gains above high water mark, charged quarterly
Main office location
Bigham Wealth Advisory LLC
106 Pine Cone Ln
Chattanooga TN 37415, United States
Number of offices
1
Most active in
Bigham Wealth Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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
Quick links
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