# Bright Investments, LLC

> Bright Investments, LLC is an SEC-registered investment advisory firm in Auburn, AL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 269955
- Filed as: BRIGHT INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Auburn, AL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/269955
- AdvisorCensus page: https://advisorcensus.com/firm/bright-investments-llc-auburn-al-269955

## Quick answers

**How is Bright Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bright Investments, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Bright Investments, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $1,000,000: 1.25% a year; $1,000,000 to $10,000,000: 1% a year; $10,000,000 to $50,000,000: 0.95% a year; Above $50,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bright Investments, LLC located?**
Bright Investments, LLC's principal office is in Auburn, AL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Bright Investments, LLC registered with the SEC or a state?**
Bright Investments, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 269955.

**How much does Bright Investments, LLC manage?**
Bright Investments, LLC reports $151,519,822 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Bright Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bright Investments, LLC: Regulatory assets under management: $108,696,471 in the October 2021 data and $151,519,822 in the October 2026 data, up 39%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bright Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (16); corporations or other businesses not listed above (5).

**Which custodians does Bright Investments, LLC use?**
Bright Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Bright Investments, LLC 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/269955

**Does Bright Investments, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum amount of assets that a client must place under management to open a separately managed account is $5,000,000, provided that the account minimum is subject to negotiation at Bright Investments’ sole discretion."

**What changed in Bright Investments, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in CO, FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $1,000,000: 1.25% a year
- $1,000,000 to $10,000,000: 1% a year
- $10,000,000 to $50,000,000: 0.95% a year
- Above $50,000,000: 0.75% a year

> First $1 million 1.25% Next $9 million 1.00% Next $40 million 0.95% Thereafter 0.75%

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> The minimum amount of assets that a client must place under management to open a separately managed account is $5,000,000, provided that the account minimum is subject to negotiation at Bright Investments’ sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $151,519,822
- Discretionary: $149,899,504
- Non-discretionary: $1,620,318

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $5,309,232 |
| High net worth individuals | 23 | $26,918,724 |
| Charitable organizations | Fewer than 5 | $616,374 |
| Corporations or other businesses not listed above | 5 | $118,675,492 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, KY, NJ, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Memphis, TN
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- brightinvestments.com
- brightinvestmentsllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,696,471 | 7 | June 7, 2021 |
| October 2022 | $123,848,536 | 7 | March 31, 2022 |
| October 2023 | $117,165,571 | 8 | March 31, 2023 |
| October 2024 | $131,555,993 | 7 | April 1, 2024 |
| October 2025 | $139,769,621 | 7 | March 31, 2025 |
| October 2026 | $151,519,822 | 6 | March 31, 2026 |

Regulatory assets under management: $108,696,471 in the October 2021 data and $151,519,822 in the October 2026 data, up 39%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in CO, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bright Investments, LLC (CRD 269955): Form ADV filing data as of October 2026.