# Bright Portfolios, LLC

> Bright Portfolios, LLC is an SEC-registered investment advisory firm in Lee'S Summit, MO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 288605
- Filed as: BRIGHT PORTFOLIOS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lee'S Summit, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288605
- AdvisorCensus page: https://advisorcensus.com/firm/bright-portfolios-llc-lee-s-summit-mo-288605

## Quick answers

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

**Where is Bright Portfolios, LLC located?**
Bright Portfolios, LLC's principal office is in Lee'S Summit, MO, according to its Form ADV.

**Is Bright Portfolios, LLC registered with the SEC or a state?**
Bright Portfolios, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 288605.

**How much does Bright Portfolios, LLC manage?**
Bright Portfolios, LLC reports $135,700,708 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Bright Portfolios, LLC's assets and staff changed since 2025?**
In the Form ADV data for Bright Portfolios, LLC: Regulatory assets under management: $81,061,964 in the October 2025 data and $135,700,708 in the October 2026 data, up 67%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bright Portfolios, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Bright Portfolios, 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/288605

**Does Bright Portfolios, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We offer services to other registered investment advisers and exchange traded funds. We do not require a minimum account balance."

**What changed in Bright Portfolios, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $81,061,964 to $135,700,708 (+67%). Updated its list of owners and control persons (Schedule A).

## 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)

- Account minimum: None

> We offer services to other registered investment advisers and exchange traded funds. We do not require a minimum account balance.

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

### Regulatory assets under management (Item 5.F)
- Total: $135,700,708
- Discretionary: $135,700,708
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $135,700,708 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightportfolios.com
- LinkedIn @BRIGHTPORTFOLIOS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $81,061,964 | 4 | March 31, 2025 |
| October 2026 | $135,700,708 | 4 | March 31, 2026 |

Regulatory assets under management: $81,061,964 in the October 2025 data and $135,700,708 in the October 2026 data, up 67%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $81,061,964 to $135,700,708 (+67%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bright Portfolios, LLC (CRD 288605): Form ADV filing data as of October 2026.