Bright Investments, LLC
Bright Investments, LLC is an SEC-registered ria in Auburn, AL with $151.5M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Bright Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 269955, SEC 801-120845, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $151.5M (2026-03-31)
- Firm type
- Ria
- Location
- Auburn, AL
- Employees
- 6
- Clients
- 44
- CRD
- 269955
- Ownership
- BRIGHT, JOHN, FREDERICK; KUCERA, THOMAS, MILTON; ZINK, SARAH, JANE; Miller, Stacy, Jo; BRIGHT HOLDINGS, LLC
How much AUM does Bright Investments, LLC have?
Bright Investments, LLC reported $151.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Bright Investments, LLC?
Disclosed owners and executives of Bright Investments, LLC include BRIGHT, JOHN, FREDERICK, KUCERA, THOMAS, MILTON, ZINK, SARAH, JANE, Miller, Stacy, Jo, BRIGHT HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.