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AdvisorCensus / Financial advisors / Colorado / Denver / Bright Advisors

Bright Advisors

Greenwood Village, COSEC-registered investment adviserCRD 338693

Filed as BRIGHT ADVISORS · Legal name Bright Advisors, LLC

Bright Advisors is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

0 years
registered since 2026
$128,231,307
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Bright Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Bright Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Bright Advisors located?

Bright Advisors' principal office is in Greenwood Village, CO, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Bright Advisors registered with the SEC or a state?

Bright Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338693.

How much does Bright Advisors manage?

Bright Advisors reports $128,231,307 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

What types of clients does Bright Advisors serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (57).

Does Bright Advisors report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338693

Does Bright Advisors state an account minimum?

Its Form ADV Part 2A brochure dated April 2, 2026 says: "Bright Advisors generally imposes a minimum account value of $500,000. This account minimum may be waved at the advisor’s discretion."

What changed in Bright Advisors' recent Form ADV filings?

In the May 2026 filing data: Regulatory assets under management went from $0 to $128,231,307.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $500,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Bright Advisors generally imposes a minimum account value of $500,000. This account minimum may be waved at the advisor’s discretion.

As stated in the firm's Form ADV Part 2A brochure dated April 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$128,231,307

$128,231,307 as of October 2026, filing dated April 2, 2026.

Discretionary: $128,231,307.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 121 Assets $34,625,918 (27%)
High net worth individuals
Clients 57 Assets $93,605,389 (73%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Bright Advisors, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2026 (0 years)
Employees
Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the May 2026 filing
Farmington, CT
States registered or notice-filed
3 states or jurisdictions
COCTMA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. May 2026
    • Regulatory assets under management went from $0 to $128,231,307.
  2. February 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
brightadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Bright Advisors (CRD 338693): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/bright-advisors-greenwood-village-co-338693