# Bright Lantern Financial LLC

> Bright Lantern Financial LLC is a state-registered investment advisory firm, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 157940
- Filed as: BRIGHT LANTERN FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157940
- AdvisorCensus page: https://advisorcensus.com/firm/bright-lantern-financial-llc-157940

## Quick answers

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

**Is Bright Lantern Financial LLC registered with the SEC or a state?**
Bright Lantern Financial LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 157940.

**How much does Bright Lantern Financial LLC manage?**
Bright Lantern Financial LLC reports $25,874,854 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Bright Lantern Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Bright Lantern Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157940

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,874,854
- Discretionary: $25,874,854
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,006,339 |
| High net worth individuals | 10 | $24,868,515 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bright Lantern Financial LLC (CRD 157940): Form ADV filing data as of October 2026.
