Brightorange Advisors

Overview

Brightorange Advisors is a small, independent registered investment adviser that serves individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee model that includes a percentage of assets under management, hourly charges and the ability to charge performance-based fees, which points to flexibility in engagement structures for clients with varying needs. Investment activity is centered on public equities, with the firm showing a clear preference for exchange-traded instruments. At the same time Brightorange Advisors uses third-party alternative managers for hedge fund and real estate exposure, and supplements core strategies with mutual funds. The firm is not positioned as an ESG-focused manager, and it maintains a single-office, owner-run structure rather than a multi-state or institutional consultant model. The adviser also lists a real estate broker affiliation among its industry connections.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices