# Brighthouse Investment Advisers, LLC

> Brighthouse Investment Advisers, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 1994, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 107312
- Filed as: BRIGHTHOUSE INVESTMENT ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107312
- AdvisorCensus page: https://advisorcensus.com/firm/brighthouse-investment-advisers-llc-charlotte-nc-107312

## Quick answers

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

**Where is Brighthouse Investment Advisers, LLC located?**
Brighthouse Investment Advisers, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Brighthouse Investment Advisers, LLC registered with the SEC or a state?**
Brighthouse Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107312.

**How much does Brighthouse Investment Advisers, LLC manage?**
Brighthouse Investment Advisers, LLC reports $132,629,273,671 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have Brighthouse Investment Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for Brighthouse Investment Advisers, LLC: Regulatory assets under management: $179,710,061,221 in the October 2021 data and $132,629,273,671 in the October 2026 data, down 26%. Total employees: 35 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brighthouse Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,633); investment companies (72).

**Which custodians does Brighthouse Investment Advisers, LLC use?**
Brighthouse Investment Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brighthouse Life Insurance Company (affiliated with the firm), Brighthouse Life Insurance Company of New York (affiliated with the firm) and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Brighthouse Investment Advisers, 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/107312

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Brighthouse Life Insurance Company (affiliated with the firm)
- Brighthouse Life Insurance Company of New York (affiliated with the firm)
- State Street Bank and Trust Company

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: $132,629,273,671
- Discretionary: $131,227,511,543
- Non-discretionary: $1,401,762,128

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,633 | $1,401,762,128 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 72 | $131,227,511,543 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1994 (32 years)
- Employees: 29 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $179,710,061,221 | 35 | April 6, 2021 |
| October 2022 | $181,634,559,490 | 35 | June 22, 2022 |
| October 2023 | $133,620,059,490 | 29 | March 29, 2023 |
| October 2024 | $137,561,001,775 | 31 | March 28, 2024 |
| October 2025 | $135,189,973,647 | 29 | March 28, 2025 |
| October 2026 | $132,629,273,671 | 29 | March 27, 2026 |

Regulatory assets under management: $179,710,061,221 in the October 2021 data and $132,629,273,671 in the October 2026 data, down 26%.
Total employees: 35 in October 2021 and 29 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brighthouse Investment Advisers, LLC (CRD 107312): Form ADV filing data as of October 2026.