Daybright Advisory Services, Inc.

RIASEC RegisteredEst. 2015
Total AUM
$997M
Discretionary
$742M
74% of AUM
Avg account
$1.4M
Accounts
696
Employees
10
Advisory reps
25

Firm details

Headquarters
Miami, Florida
CRD number
133795
Registered since
April 16, 2015
Custodians
EMPOWER, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Daybright Advisory Services, Inc. is a corporation registered with the SEC in 2015 that operates as an institutional RIA serving primarily institutional clients. The firm offers advisory services that include pension consulting support and educational seminars/workshops. Its stated fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. Daybright is not identified as an active ESG investor, and snapshot data indicate it is not classified as a multi-state adviser despite operating across multiple jurisdictions. The firm is owned by a combination of a domestic entity and an individual and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 8%, Investment Grade Corp Bonds 5%, Other 4%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities8%
  • Investment Grade Corp Bonds5%
  • Other4%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Matthew Riordan

    Matthew Riordan

    SVP, CFOCRD 1994424

  • Patrick Hale

    Patrick Hale

    President, CEOCRD 7092257

Contacts

3 of 23
  • Gary Simon

    Gary Simon

    Regional Vice President of SalesCRD 5049096

  • Joshua Strause

    Joshua Strause

    Internal WholesalerCRD 5111427

  • Stephen Coombs

    Stephen Coombs

    Relationship ManagerCRD 2449381

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 124

Active vs passive

$304M in ETFs

Passive

78%

$237M

Active

16%

$67.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$60.8M80,97419.98%
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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
9350 S Dixie Hwy
Time zone
ET (UTC-5)
Office locations

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