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| Keyboard |
| Bright Investments LLC
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|---|---|
| CRD # | 269955 |
| SEC # | 801-120845 |
| CIK # | |
| AUM | 151.5 M (2026-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 334-321-2321 |
| Address | 570 Devall Drive Auburn, AL 36832 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 5.3 |
| (b) Individuals (high net worth individuals) | 23 | 26.9 |
| (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 | 0 | 0.6 |
| (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 | 5 | 118.7 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 151.5 |
| By Discretionary | ||
| Discretionary | 105 | 149.9 |
| Non-Discretionary | 6 | 1.6 |
| Total | 111 | 151.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.5 | |
| Total | 111 | 151.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hershey Financial Advisers LLC
✚
|
PA | 151.7 M |
|
Financial Planning Fort Collins LLC
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|
CO | 151.7 M |
|
Integrated Wealth Strategies LLC
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TX | 151.7 M |
|
Classic Financial & Insurance Services Inc
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CA | 151.6 M |
|
Bartley Financial Advisors LLC
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NH | 151.6 M |
|
Cramer & Rauchegger Inc
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|
FL | 151.4 M |
|
Skyliner Wealth LLC
✚
|
OR | 151.4 M |
|
Greenway Financial LLC
✚
|
MI | 151.4 M |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 151.3 M |
|
Convexitas LLC
✚
|
IL | 151.3 M |