# Spotlight Investment LLC

> Spotlight Investment LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 304750
- Filed as: SPOTLIGHT INVESTMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304750
- AdvisorCensus page: https://advisorcensus.com/firm/spotlight-investment-llc-304750

## Quick answers

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

**Is Spotlight Investment LLC registered with the SEC or a state?**
Spotlight Investment LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304750.

**How much does Spotlight Investment LLC manage?**
Spotlight Investment LLC reports $6,978,710 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (0% discretionary).

**What types of clients does Spotlight Investment LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does Spotlight Investment LLC 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/304750

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,978,710
- Discretionary: $0
- Non-discretionary: $6,978,710

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $6,978,710 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- spotlightinvestment.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spotlight Investment LLC (CRD 304750): Form ADV filing data as of October 2026.