BOOKMAN BRIGHT, INC.

Overview

Bookman Bright, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves primarily individual and family clients, along with small-business relationships, and it presents itself as a capital allocator that combines discretionary portfolio management with financial planning and adviser-selection services. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee types. In addition to advisory services, the firm engages in insurance brokerage and the sale of other financial products, and it runs educational seminars and workshops for clients. Investment activity shows a clear tilt toward equities: the firm lists a preference for exchange-traded equities and uses those instruments as the dominant building blocks of client portfolios. Bookman Bright provides pension consulting and selects outside managers when appropriate, suggesting a mix of direct management and outsourced allocations depending on client objectives. The firm is not an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices