David Maddux
Brightwater Advisory · Tampa, Florida
David Maddux is a fee-only financial advisor at Brightwater Advisory in Tampa, Florida. Brightwater Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brightwater Advisory |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $303.8M across 718 accounts |
| SEC registration | Investment adviser representative in FL, GA, NC, TX, VA · CRD 3100686 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tampaasset.com |
| Profile |
How David's firm compares
- Brightwater Advisory's average account is about $423,000, from its Form ADV (assets managed divided by 718 accounts).
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Questions about David
Is David Maddux a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Brightwater Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Brightwater Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Maddux based?
David Maddux is based in Tampa, Florida.
Is David Maddux registered with the SEC?
Yes. David Maddux is registered as an investment adviser representative in FL, GA, NC, TX and VA (CRD 3100686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brightwater Advisory manage?
Brightwater Advisory reports $303.8M across 718 accounts in assets under management.
How do I contact David Maddux?
Through David's website, www.tampaasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brightwater Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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