Bighorn Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,236,002
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
66% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$788,625
About
Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, pension and profit‑sharing plans, and pooled investment vehicles. Its advisory work includes constructing tailored portfolios composed of public and private securities (stocks, bonds, ETFs, options, and mutual funds) and ongoing monitoring and rebalancing.
The firm emphasizes individualized investment strategies and, for plan clients, assists with Investment Policy Statements, investment option evaluation, monitoring, and participant education. According to its brochure, all regulatory assets under management are handled on a non‑discretionary basis, so client permission is obtained before securities transactions are effected.
What is distinctive about the firm relative to many independent, solo advisers is its role as manager of a private pooled vehicle (the Bighorn Financial EPM Fund, LP), for which it is eligible to receive performance‑based allocations and which is closed to new investors. It also provides ERISA‑related retirement plan consulting and serves pension/profit‑sharing clients while overseeing roughly $40.7 million in AUM across a small client base, a combination of services and structure that is uncommon for firms of its size.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $100,000: 1.00% $100,000.01 - $250,000: 0.90% $250,000.01 - $500,000: 0.80% $500,000.01 - $750,000: 0.70% $750,000.01 - $1,000,000: 0.60% $1,000,000.01+: 0.50%
Performance-based fees are charged as a general partner of Bighorn Financial EPM Fund, LP, a private investment fund managed by the firm.
Account minimum: $100,000
Main office location
Bighorn Financial
Springville CA, United States
Number of offices
1
Most active in
Bighorn Financial has reported serving >5 clients in these states in the last 12 months.
California
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 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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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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