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Henry Platt Brightwell

Formidable Asset Management, LLC

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About Henry Platt Brightwell

Henry Platt Brightwell is a financial advisor who has been in the industry for over 20 years. Henry is currently registered with Formidable Asset Management, LLC in Cincinnati, Ohio. Prior to his current role, Henry worked as a financial advisor at Stifel, Nicolaus & Company, Incorporated and J.J.B. Hilliard, W.L. Lyons, Inc., also in Cincinnati. Henry has passed the Series 7, Series 63, Series 65, and SIE exams. Henry specializes in providing financial planning and portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Henry Brightwell is currently registered with Formidable Asset Management, LLC. Formidable Asset Management, LLC is an investment advisor registered with the SEC. Located in Cincinnati, Ohio, the firm manages approximately $886.8 million in assets for individuals, high net worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. The firm offers financial planning and portfolio management services.
Formidable Asset Management, LLC

221 E. 4TH STREET

CINCINNATI, OH 45202

$886.83M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Henry Brightwell’s Registration & Firm History

OH

06/14/2016 - Present

Formidable Asset Management, LLC (Cincinnati OH)

OH

03/07/2008 - 05/03/2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED (CINCINNATI OH)

OH

11/01/1994 - 03/11/2008

J.J.B. HILLIARD, W.L. LYONS, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 01/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Henry Platt Brightwell. Review regulatory record here.
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