AdvisorCensus / Financial advisors / Florida / Miami / Daybright Advisory Services, Inc.
Daybright Advisory Services, Inc. is an SEC-registered investment advisory firm in Miami, FL, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Daybright Advisory Services, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Daybright Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Daybright Advisory Services, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Daybright Advisory Services, Inc. located?
Daybright Advisory Services, Inc.'s principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Daybright Advisory Services, Inc. registered with the SEC or a state?
Daybright Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 133795.
How much does Daybright Advisory Services, Inc. manage?
Daybright Advisory Services, Inc. reports $997,417,668 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (74% discretionary).
How have Daybright Advisory Services, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Daybright Advisory Services, Inc.: Regulatory assets under management: $523,813,391 in the October 2021 data and $997,417,668 in the October 2026 data, up 90%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Daybright Advisory Services, Inc. serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (696).
Which custodians does Daybright Advisory Services, Inc. use?
Daybright Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Daybright Advisory Services, Inc. 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/133795
What changed in Daybright Advisory Services, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $4,212,361,531 to $997,417,668 (-76%). Employees performing advisory functions went from 21 to 8. Registered or notice-filed in OK.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
For the investment management services we provide, clients are charged a fee calculated based on the value of their account. Fees are negotiable based on factors particular to the engagement but typically range from .05% to 1.5%.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$997,417,668 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 10. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
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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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
32 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $997,417,668 | 10 | March 27, 2026 |
| October 2025 | $1,050,098,456 | 10 | June 1, 2025 |
| October 2024 | $899,176,824 | 13 | March 28, 2024 |
| October 2023 | $701,859,321 | 8 | September 8, 2023 |
| October 2022 | $661,781,668 | 8 | July 7, 2022 |
| October 2021 | $523,813,391 | 8 | September 20, 2021 |
Regulatory assets under management: $523,813,391 in the October 2021 data and $997,417,668 in the October 2026 data, up 90%.
Total employees: 8 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $4,212,361,531 to $997,417,668 (-76%).
- Employees performing advisory functions went from 21 to 8.
- Registered or notice-filed in OK.
- January 2026
- No longer registered or notice-filed in AL, IA.
- December 2025
- Regulatory assets under management went from $1,050,098,456 to $4,212,361,531 (+301%).
- Employees performing advisory functions went from 8 to 21.
- Changed its legal name from TRPC Advisory Services, Inc. to Daybright Advisory Services, Inc..
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Daybright Advisory Services, Inc. (CRD 133795): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/daybright-advisory-services-inc-miami-fl-133795