# Brighton Jones LLC

> Brighton Jones LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 108601
- Filed as: BRIGHTON JONES LLC
- Also doing business as: LENORA FAMILY OFFICE, OPENPLAN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108601
- AdvisorCensus page: https://advisorcensus.com/firm/brighton-jones-llc-seattle-wa-108601

## Quick answers

**How is Brighton Jones LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brighton Jones LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Brighton Jones LLC located?**
Brighton Jones LLC's principal office is in Seattle, WA, according to its Form ADV; the August 2026 filing also lists 22 other offices (Schedule D, Section 1.F).

**Is Brighton Jones LLC registered with the SEC or a state?**
Brighton Jones LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108601.

**How much does Brighton Jones LLC manage?**
Brighton Jones LLC reports $18,879,719,548 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (99% discretionary).

**How have Brighton Jones LLC's assets and staff changed since 2021?**
In the Form ADV data for Brighton Jones LLC: Regulatory assets under management: $8,443,257,340 in the October 2021 data and $18,879,719,548 in the October 2026 data, up 124%. Total employees: 150 in October 2021 and 316 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brighton Jones LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3,024); individuals (other than high net worth individuals) (561); pension and profit sharing plans (but not the plan participants or government pension plans) (63).

**Which custodians does Brighton Jones LLC use?**
Brighton Jones 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 Brighton Jones 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/108601

**What changed in Brighton Jones LLC's recent Form ADV filings?**
In the August 2026 filing data: Added an office in Los Altos, CA. No longer lists an office in Menlo Park, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

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

- Minimum annual fee: $10,000

> Brighton Jones generally imposes a minimum annual fee of $10,000. For clients whose circumstances involve greater complexity ... impose a higher minimum fee.

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: $18,879,719,548
- Discretionary: $18,759,714,799
- Non-discretionary: $120,004,749

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 561 | $246,160,944 |
| High net worth individuals | 3,024 | $17,524,432,541 |
| Investment companies | 1 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $63,307,823 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 63 | $1,028,547,794 |
| Charitable organizations | 7 | $17,270,446 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2000 (26 years)
- Employees: 316 total, 156 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Annapolis, MD
- Atlanta, GA
- Austin, TX
- Beachwood, OH
- Boston, MA
- Chicago, IL
- Dallas, TX
- Denver, CO
- Franklin, TN
- Houston, TX
- Los Altos, CA
- Los Angeles, CA
- McLean, VA
- Minneapolis, MN
- Newport Beach, CA
- Philadelphia, PA
- Portland, OR
- Saddle Brook, NJ
- San Diego, CA
- San Francisco, CA
- Scottsdale, AZ
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- 2030law.com
- blueprintcap.com
- brightonjones.com
- eventbrite.com/O/BLUEPRINT-CAPITAL-87412875673
- eventbrite.com/O/BRIGHTON-JONES-17863317001
- halfmydaf.com
- lenoracapital.com
- openplan.us
- pdi.fund
- provisionff.org
- richerlifefoundation.org
- Facebook @BRIGHTON-JONES-106255223161
- Instagram @BRIGHTONJONESWOMENSWEALTH
- Instagram @LIVEARICHERLIFE
- Instagram @OPENPLANFINANCIAL
- Instagram @RICHERLIFEFOUNDATION
- LinkedIn @BLUEPRINT-CAPITAL-REIT
- LinkedIn @BRIGHTON-JONES
- LinkedIn @HALFMYDAF
- LinkedIn @LENORACAPITAL
- LinkedIn @THE-BRIGHTON-JONES-RICHER-LIFE-FOUNDATION
- LinkedIn @WLRL
- X @BRIGHTON_JONES_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,443,257,340 | 150 | July 12, 2021 |
| October 2022 | $10,050,806,699 | 205 | June 16, 2022 |
| October 2023 | $9,458,381,210 | 224 | June 30, 2023 |
| October 2024 | $12,488,348,504 | 241 | May 31, 2024 |
| October 2025 | $14,987,100,484 | 279 | July 24, 2025 |
| October 2026 | $18,879,719,548 | 316 | July 7, 2026 |

Regulatory assets under management: $8,443,257,340 in the October 2021 data and $18,879,719,548 in the October 2026 data, up 124%.
Total employees: 150 in October 2021 and 316 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Los Altos, CA.
- No longer lists an office in Menlo Park, CA.

### June 2026
- Added an office in Beachwood, OH.

### May 2026
- Added an office in Franklin, TN.

### April 2026
- No longer lists the business name Lenora Group.
- Employees performing advisory functions went from 171 to 156.
- Regulatory assets under management went from $14,987,100,484 to $18,879,719,548 (+26%).
- Changed its office addresses in Austin, TX.
- Changed its office addresses in Portland, OR.
- Added an office in Atlanta, GA.
- Added an office in Philadelphia, PA.
- No longer lists an office in Devon, PA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brighton Jones LLC (CRD 108601): Form ADV filing data as of October 2026.