BRIGHT ANGEL ADVISORS LLC

Overview

Bright Angel Advisors LLC is a small, owner-operated RIA that focuses on portfolio management for individuals, families and small businesses. The firm registered with the SEC in 2020 and bills clients via a mix of AUM-based fees and fixed fees. Its stated investment posture is equity‑oriented: exchange‑traded equities make up the single largest asset class on the platform and the firm lists equities as its primary preference. Bright Angel positions itself as a traditional wealth manager rather than a specialist in pensions or ESG mandates (it does not identify as an active ESG investor). Service delivery is hands-on: discretionary portfolio management for a concentrated client roster, custody centralized with a single major custodian to streamline operations and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices