SourcingSourcing

BRIGHT ANGEL ADVISORS LLC

C33
CRD 311704·SEC 801-120036·ST. PAUL, MN
AUM
$224.1M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$672K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIGHT ANGEL ADVISORS LLC
CRD
311704
SEC file #
801-120036
EIN
—
DBA names
—

Economics

AUM
$224.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$151.6M → $224.1M▲ +48%
Client mix
Individuals High Net Worth18
Individuals Other17

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
1 advisors → 2 advisors▲ +100%
Primary office
ST. PAUL MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BARRETT, MICHAEL, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BARRETT, MICHAEL, JAMES
SWEERE, ANDREW, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

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 (9)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4486728
Trust Company Affiliate
No

People (2)

2
BARRETT, MICHAEL, JAMES
IAR · Direct Owner · 87.5%
4486728
SWEERE, ANDREW, PAUL
IAR · Executive Officer · 2.5%
7611356