{
  "crd_number": 133795,
  "slug": "daybright-advisory-services-inc-miami-fl-133795",
  "primary_business_name": "DAYBRIGHT ADVISORY SERVICES, INC.",
  "legal_name": "DAYBRIGHT ADVISORY SERVICES, INC.",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-04-16",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 997417668.0,
  "raum_discretionary": 742008950.0,
  "raum_non_discretionary": 255408718.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 997417668.0,
      "count": 696
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://daybright.com",
    "https://ingham.com",
    "https://pasiusa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133795",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/daybright-advisory-services-inc-miami-fl-133795",
  "display_name": "Daybright Advisory Services, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Daybright Advisory Services, Inc. (CRD 133795): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Daybright Advisory Services, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Daybright Advisory Services, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Daybright Advisory Services, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Daybright Advisory Services, Inc. registered with the SEC or a state?",
      "a": "Daybright Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 133795."
    },
    {
      "q": "How much does Daybright Advisory Services, Inc. manage?",
      "a": "Daybright Advisory Services, Inc. reports $997,417,668 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (74% discretionary)."
    },
    {
      "q": "How have Daybright Advisory Services, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Daybright Advisory Services, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Daybright Advisory Services, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Daybright Advisory Services, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Daybright Advisory Services, Inc.'s recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 523813391.0,
      "total_employees": 8,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 661781668.0,
      "total_employees": 8,
      "filing_date": "2022-07-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 701859321.0,
      "total_employees": 8,
      "filing_date": "2023-09-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 899176824.0,
      "total_employees": 13,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1050098456.0,
      "total_employees": 10,
      "filing_date": "2025-06-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 997417668.0,
      "total_employees": 10,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AL, IA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "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.."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.05% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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%."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.05,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower",
      "name_as_filed": "EMPOWER",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/daybright-advisory-services-inc-miami-fl-133795.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 696,
      "fewer_than_5": false,
      "raum": 997417668.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133795",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}