SourcingSourcing

BRIGHT INVESTMENTS, LLC

B58
CRD 269955·SEC 801-120845·AUBURN, AL
AUM
$151.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$455K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIGHT INVESTMENTS, LLC
CRD
269955
SEC file #
801-120845
EIN
—
DBA names
—

Economics

AUM
$151.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$108.7M → $151.5M▲ +39%
Client mix
Individuals High Net Worth23
Individuals Other16
Corporations5

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
6 advisors → 5 advisors▼ -17%
Primary office
AUBURN AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
brightinvestmentsllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIGHT HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BRIGHT HOLDINGS, LLC
BRIGHT, JOHN, FREDERICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRIGHTINVESTMENTSLLC.COM
Rdap Domain Creation Date
2015-04-20T16:57:10Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-20T16:57:10Z
Rdap Domain Last Changed
2024-01-16T20:33:55Z
Rdap Nameservers
Hope.ns.cloudflare.comJay.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
BRIGHT, JOHN, FREDERICK
IAR · Executive Officer · 2.5%
2179467
ZINK, SARAH, JANE
IAR · Executive Officer · 2.5%
2602716
KUCERA, THOMAS, MILTON
IAR · Executive Officer · 2.5%
5109954
DAVIS, THEODORE, ROBERT
IAR
4668980