# Bridgelight Financial Advisors, Inc

> Bridgelight Financial Advisors, Inc is an SEC-registered investment advisory firm in Shelton, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 139518
- Filed as: BRIDGELIGHT FINANCIAL ADVISORS, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shelton, CT
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139518
- AdvisorCensus page: https://advisorcensus.com/firm/bridgelight-financial-advisors-inc-shelton-ct-139518

## Quick answers

**How is Bridgelight Financial Advisors, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgelight Financial Advisors, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Bridgelight Financial Advisors, Inc located?**
Bridgelight Financial Advisors, Inc's principal office is in Shelton, CT, according to its Form ADV.

**Is Bridgelight Financial Advisors, Inc registered with the SEC or a state?**
Bridgelight Financial Advisors, Inc is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 139518.

**How much does Bridgelight Financial Advisors, Inc manage?**
Bridgelight Financial Advisors, Inc reports $150,777,009 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (99% discretionary).

**What types of clients does Bridgelight Financial Advisors, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (36).

**Which custodians does Bridgelight Financial Advisors, Inc use?**
Bridgelight Financial Advisors, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bridgelight Financial Advisors, Inc report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139518

**Does Bridgelight Financial Advisors, Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "BFA requires a minimum of $250,000 in assets under management per client, unless otherwise reduced or waived at the discretion of BFA."

**What changed in Bridgelight Financial Advisors, Inc's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $139,027,913 to $155,797,683 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> BFA requires a minimum of $250,000 in assets under management per client, unless otherwise reduced or waived at the discretion of BFA.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $150,777,009
- Discretionary: $148,751,038
- Non-discretionary: $2,025,971

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $89,738,168 |
| High net worth individuals | 36 | $61,038,841 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NH, NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139518

### Websites listed on Form ADV (Item 1.I)
- bridgelightadvisors.com
- Facebook @BridgelightFinancialAdvisors
- Instagram instagram.com
- LinkedIn @FEED

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $139,027,913 to $155,797,683 (+12%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgelight Financial Advisors, Inc (CRD 139518): Form ADV filing data as of October 2026.