SourcingSourcing

BRIGHT PORTFOLIOS, LLC

C35
CRD 288605·SEC 801-131622·LEE'S SUMMIT, MO
AUM
$135.7M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$407K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIGHT PORTFOLIOS, LLC
CRD
288605
SEC file #
801-131622
EIN
—
DBA names
—

Economics

AUM
$135.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$81.1M → $135.7M▲ +67%
Client mix
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
LEE'S SUMMIT MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesOther Advisory Services
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Stricklin, Stephen
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Stricklin, Stephen
THREE NINE INVESTMENTS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRIGHTPORTFOLIOS.COM
Rdap Domain Creation Date
2017-03-23T16:13:23Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2402
Soi Zip Pct 200k Plus
0.0441
Soi Zip Returns 200k Plus
450
Soi Zip Total AGI
752,797
Fdic Zip Total Deposits
21,459,119,000
Fdic Zip Branch Count
457
Fdic Zip Top Banks
Bank of Lee's Summit
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Commerce Bank of Kansas City, National AssociationLee's Summit, MO
United Missouri Bank, National AssociationLee's Summit, MO
Fdic Zip HHI
788.11
Fdic Zip Top Bank Share Pct
13.76
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-23T16:13:23Z
Rdap Domain Last Changed
2025-02-16T03:47:32Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,278
Returns2,460
Stub 2
AGI86,176
Returns2,330
Stub 3
AGI110,201
Returns1,780
Soi Zip Total Business Income
20,731
Soi Zip Total Cap Gains
19,332
Soi Zip Total Dividends
5,990
Soi Zip Total Returns
10,200
Top Owner CRD
4690440
Trust Company Affiliate
No

People (3)

3
Stephen Stricklin
Direct Owner · 87.5%
4690440
WISE WEALTH, LLC
Direct Owner · 62.5%
143421
MALICK, BENJAMIN, J
IAR · Executive Officer · 2.5%
5582004