BRIGHTGUIDE FINANCIAL

Overview

Brightguide Financial is a small, privately held investment advisory LLC focused on delivering financial planning and portfolio management to individuals and small businesses. The firm acts as a capital allocator and explicitly offers selection-of-other-advisers services, which indicates it implements third-party manager relationships rather than relying solely on in-house strategies. Its service model combines percentage-of-AUM and fixed-fee billing, and it maintains an affiliation with an insurance company for distribution or product access. Brightguide Financial does not report active ESG investing and is not designated as a multi-state or pension consulting adviser. Investment activity centers on managed portfolios and curated manager selections. The firm’s stated advisory activities emphasize comprehensive financial planning alongside portfolio construction and manager selection, suggesting a client-facing planning-to-implementation workflow. Given the use of external managers and private placement vehicles, the firm likely favors a mix of pooled mutual fund strategies for core allocations and selective private offerings for alternative exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices