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| Daybright Advisory Services Inc
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|
|---|---|
| CRD # | 133795 |
| SEC # | 801-93173 |
| CIK # | 0002107111 |
| AUM | $997.4 M (2026-03-27) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 305-671-2200 |
| Address | 9350 South Dixie Highway Miami, FL 33156 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 35.3 | ||
| Apple Inc | 14.1 | ||
| Alphabet Inc | 10.7 | ||
| Broadcom Inc | 7.3 | ||
| Microsoft Corp | 6.9 | ||
| Facebook Inc | 5.8 | ||
| Micron Technology Inc | 4.4 | ||
| Amazon Com Inc | 4.2 | ||
| Alphabet Inc | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 696 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 696 | 1.0 |
| By Discretionary | ||
| Discretionary | 648 | 0.7 |
| Non-Discretionary | 48 | 0.3 |
| Total | 696 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.0 | |
| Total | 696 | 1.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107111] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CIM Investment Management Inc
✚
|
PA | 1.3 |
|
Hauser Retirement Solutions 2 LLC
✚
|
OH | 1.2 |
|
RV Kuhns & Associates Inc
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|
OR | 0.8 |
|
Investment Performance Services LLC
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|
GA | 0.8 |
|
Bridge Capital Advisors
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|
TX | 0.7 |
|
First Financial Coaching Inc
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|
MI | 0.7 |
|
Capvisor Associates LLC
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|
0.6 | |
|
Investrust Consulting LLC
✚
|
OK | 0.6 |
|
Access Fiduciary Services LLC
✚
|
0.5 | |
|
VERT Asset Management LLC
✚
|
CA | 0.5 |