Bright Legacy LLC

Overview

Bright Legacy LLC is a small, independently owned registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services, and charges clients on a percentage-of-assets-under-management basis. The adviser is not positioned as a multi-state or institutional capital allocator and does not identify as an active ESG investor. Bright Legacy appears to rely on third-party relationships for fund access and custody rather than operating its own asset-management platform. The firm lists an insurance company among its industry affiliations and is structured under individual ownership rather than as part of a larger corporate RIA network.

Assets & Accounts

Public Holdings

Investments & Alternatives