# 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.

- CRD: 133795
- Filed as: DAYBRIGHT ADVISORY SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133795
- AdvisorCensus page: https://advisorcensus.com/firm/daybright-advisory-services-inc-miami-fl-133795

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower
- 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: $997,417,668
- Discretionary: $742,008,950
- Non-discretionary: $255,408,718

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 696 | $997,417,668 |

### Advisory services (Item 5.G)
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Farmington, CT
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- daybright.com
- ingham.com
- pasiusa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $523,813,391 | 8 | September 20, 2021 |
| October 2022 | $661,781,668 | 8 | July 7, 2022 |
| October 2023 | $701,859,321 | 8 | September 8, 2023 |
| October 2024 | $899,176,824 | 13 | March 28, 2024 |
| October 2025 | $1,050,098,456 | 10 | June 1, 2025 |
| October 2026 | $997,417,668 | 10 | March 27, 2026 |

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.

## 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..

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daybright Advisory Services, Inc. (CRD 133795): Form ADV filing data as of October 2026.