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| Keyboard |
| Bright Financial Advisors Inc
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|---|---|
| CRD # | 107931 |
| SEC # | 801-57192 |
| CIK # | 0002022456 |
| AUM | 725.5 M (2026-01-23) |
| Employees | 12 (17% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 269-373-2700 |
| Address | 450 W Centre Avenue Portage, MI 49024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 23.8 | ||
| World Currency Gold Trust | 7.9 | ||
| Nvidia Corp | 7.7 | ||
| Stryker Corp | 7.7 | ||
| Apple Inc | 5.1 | ||
| Eaton Corp Ltd | 4.1 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 440 | 160.7 |
| (b) Individuals (high net worth individuals) | 223 | 564.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,619 | 725.5 |
| By Discretionary | ||
| Discretionary | 3,619 | 725.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,619 | 725.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 725.5 | |
| Total | 3,619 | 725.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022456] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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