BRIGHT ADVISORS

Overview

Bright Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2026. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of other advisers. Compensation is primarily percentage-of-AUM with the option of fixed fees. Bright Advisors identifies as a capital allocator: it places client capital into third-party managers and also engages in sponsor/GP activity as a managing member of pooled investment vehicles. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices