# Brightpath Financial, Inc.

> Brightpath Financial, Inc. is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 220517
- Filed as: BRIGHTPATH FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/220517
- AdvisorCensus page: https://advisorcensus.com/firm/brightpath-financial-inc-220517

## Quick answers

**How is Brightpath Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Brightpath Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Brightpath Financial, Inc. registered with the SEC or a state?**
Brightpath Financial, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 220517.

**How much does Brightpath Financial, Inc. manage?**
Brightpath Financial, Inc. reports $47,888,062 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (2% discretionary).

**What types of clients does Brightpath Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (11).

**Does Brightpath Financial, Inc. 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/220517

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,888,062
- Discretionary: $1,043,561
- Non-discretionary: $46,844,501

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $6,076,537 |
| High net worth individuals | 17 | $41,811,525 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightpath Financial, Inc. (CRD 220517): Form ADV filing data as of October 2026.