|
⚲
|
| Bright Investments LLC
✚
|
|
|---|---|
| CRD # | 269955 |
| SEC # | 801-120845 |
| CIK # | |
| AUM | $117.2 MM (2023-03-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 334-321-2321 |
| Address | 570 Devall Drive Auburn, AL 36832 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 4.2 |
| (b) Individuals (high net worth individuals) | 23 | 119.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 123.8 |
| By Discretionary | ||
| Discretionary | 43 | 122.8 |
| Non-Discretionary | 3 | 1.1 |
| Total | 46 | 123.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.8 | |
| Total | 46 | 123.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Owlfi RIA LLC
✚
|
KS | 0.1 |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |
|
Bridgelight Capital LLC
✚
|
AZ | 0.1 |
|
Cross State Financial Group LLC
✚
|
NM | 0.1 |
|
Portus Wealth Advisors LLC
✚
|
NC | 0.1 |
|
WIN Team Insurance Services Inc
✚
|
CA | 0.1 |
|
Alere Planning LLC
✚
|
MD | 0.1 |
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
Monetary Solutions Ltd
✚
|
OH | 0.1 |
|
DWV Advisors LLC
✚
|
VT | 0.1 |