Brightwood Ventures, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,928,312
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
36
72% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$2,248,009
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
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Real estate investing
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 location
Brightwood Ventures, LLC
Tigard OR, United States
Number of offices
2
Most active in
Brightwood Ventures, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
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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