# Bright Legacy LLC

> Bright Legacy LLC is a state-registered investment advisory firm in Chino Hills, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 318338
- Filed as: BRIGHT LEGACY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chino Hills, CA
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318338
- AdvisorCensus page: https://advisorcensus.com/firm/bright-legacy-llc-chino-hills-ca-318338

## Quick answers

**How is Bright Legacy LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bright Legacy LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bright Legacy LLC located?**
Bright Legacy LLC's principal office is in Chino Hills, CA, according to its Form ADV.

**Is Bright Legacy LLC registered with the SEC or a state?**
Bright Legacy LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318338.

**How much does Bright Legacy LLC manage?**
Bright Legacy LLC reports $9,635,000 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**What types of clients does Bright Legacy LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40).

**Does Bright Legacy 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/318338

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,635,000
- Discretionary: $9,635,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $7,224,500 |
| High net worth individuals | Fewer than 5 | $2,375,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $35,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $500 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @BrightLegacyAssetManagementGroup
- LinkedIn @bright-legacy-amg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bright Legacy LLC (CRD 318338): Form ADV filing data as of October 2026.