Brighton Jones Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 108601
· SEC file 801-57087
· Seattle, WA
· WWW.INSTAGRAM.COM
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ADV data as of Jul 07, 2026
- Regulatory AUM
- $18.9B
- Discretionary
- $18.8B
- Clients
- 3,661
- Avg AUM / client
- $5.2M
- Accounts
- 3,808
- Employees
- 316
AUM over time
$1.6B
$18.9B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Asset allocation (SMA assets by investment type)
as of Jul 07, 2026
Registered investment companies (funds/ETFs)
$12.6B
67%
Exchange-traded equities
$4.3B
23%
Cash & equivalents
$755M
4%
Other
$755M
4%
US government & agency bonds
$189M
1%
State & local bonds
$189M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 561 | $246M | 1.3% |
| High net worth individuals | 3,024 | $17.5B | 92.8% |
| Investment companies | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 5 | $63.3M | 0.34% |
| Pension and profit sharing plans | 63 | $1.0B | 5.45% |
| Charitable organizations | 7 | $17.3M | 0.09% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $49.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Brighton Jones Investment Partners, Llc | Private Equity Fund | Washington | $32.1M | 117 |
| Brighton Jones Investment Partners Ii, Llc | Private Equity Fund | Washington | $17.1M | 78 |
| Lenora Capital Multistrategy Fund I Llc | Private Equity Fund | Washington | $0 | 0 |
| Lenora Capital Multistrategy Fund I (Qp) Llc | Private Equity Fund | Washington | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Prime 8 Consulting 401(k) Plan Prime 8 Llc | 2024 | |
| Sigler Profit Sharing And 401(k) Plan Russell Sigler, Inc. | 2024 | |
| Bargreen Ellingson, Inc. 401(k) Plan Bargreen Ellingson, Inc. | 2024 | |
| Sequoyah Electric 401(k) Plan Sequoyah Electric, Llc | 2024 | |
| Monarch Landscape Companies 401(k) Plan Monarch Landscape Holdings, Llc | 2024 | |
| Home Comfort Alliance, Llc 401(k) Plan Home Comfort Alliance, Llc | 2024 | |
| Transgroup 401(k) Profit Sharing Plan And Trust Transgroup Express, Llc | 2024 | |
| Figma, Inc. 401(k) Plan Figma, Inc. | 2024 | |
| North Forty 401(k) Plan North Forty Group, Llc | 2024 | |
| Pae Consulting Engineers, Inc. Profit Sharing And Employees Savings Plan Pae Consulting Engineers, Inc. | 2024 | |
| Mashura Llc 401(k) Plan Mashura Llc | 2024 | |
| Capstone Green Energy, Llc 401(k) Plan Capstone Green Energy, Llc | Van Nuys, CA | 2024 |
| Lids 401(k) Salary Deferral Plan Lids Holdings Inc. | 2024 | |
| Dcg One, Llc Retirement Savings Plan Direct Connect Group, Llc | Seattle, WA | 2024 |
People (163)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Edwin Brighton | Managing Director | Oct 1999 (27y) | 25% – 50% | |
| Jon David Jones | Chief Executive Officer | Oct 1999 (27y) | 25% – 50% | |
| Brian C Tall | Chief Investment Officer | Jan 2012 (15y) | Less than 5% | |
| Preston, Thomas, Patrick | Vice President Of Client Services | Apr 2012 (14y) | Less than 5% | |
| Mayfield, Tyler | Managing Director | Nov 2012 (14y) | Less than 5% | |
| Leber, Scott | Chief Strategy Officer | Jan 2019 (8y) | Less than 5% | |
| Dougherty, John | Chief Marketing Officer | Dec 2019 (7y) | Less than 5% | |
| Dillon, Carley, M | Chief Experience Officer | Sep 2020 (6y) | Less than 5% | |
| Kyrkos, April | Chief Operating Officer | Feb 2021 (6y) | Less than 5% | |
| Jones, Mark, R | Chief Revenue Officer | Sep 2021 (5y) | Less than 5% | |
| Ramza, Tim, William | Chief Technology Officer | Jun 2023 (3y) | Less than 5% | |
| Owens, Christina | General Counsel, Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Brett Howard Carolan | Registered representative | CFP | Jul 2003 (23y) | |
| Jerome Francis Mccarthy | Registered representative | CFP | Dec 2004 (22y) | |
| Matthew Allan Camrud | Registered representative | CFP | Nov 2008 (18y) | |
| Melanie Marie Arena | Registered representative | CFP | Jul 2011 (15y) | |
| David Holmes Lamp | Registered representative | CFP | Nov 2011 (15y) | |
| Greer Tyler Smith | Registered representative | CFP | Jan 2012 (15y) | |
| Jason Clark Shull | Registered representative | CFP | Nov 2012 (14y) | |
| Matthew Tyler Patterson | Registered representative | CFP | Sep 2014 (12y) | |
| Jacqueline Marie Prideaux | Registered representative | CFP | Oct 2014 (12y) | |
| Steven Mcclain Hanks | Registered representative | CFP | Oct 2014 (12y) | |
| Michael Lee Welk | Registered representative | May 2015 (11y) | ||
| Kory Bryan Leadon | Registered representative | CFP | Sep 2015 (11y) | |
| Timothy Mcintyre Amen | Registered representative | CFP | Sep 2015 (11y) | |
| Matthew Howell | Registered representative | Nov 2015 (11y) | ||
| James Hayes Macdonell | Registered representative | CFP | Jan 2017 (10y) | |
| Jesica Jiten Ray | Registered representative | CFP | Jan 2017 (10y) | |
| Michael James Battaglia | Registered representative | CFP | Jan 2017 (10y) | |
| Matthew Lewis Mormino | Registered representative | CFP | Jan 2017 (10y) | |
| Karen Marie Harris | Registered representative | CFP | Nov 2017 (9y) | |
| Tyler Darwin Harvey | Registered representative | CFP | Feb 2018 (8y) | |
| Emily Lynne Wood | Registered representative | CFP | Apr 2018 (8y) | |
| Christian Diego Linares | Registered representative | CFP | Oct 2018 (8y) | |
| J Mc Millan Crosby | Registered representative | Oct 2018 (8y) | ||
| Madison S Glass | Registered representative | CFP | Feb 2019 (7y) | |
| Shyanne Rae Render | Registered representative | CFP | Mar 2019 (7y) | |
| Vanessa Mc Clure Howell | Registered representative | Mar 2019 (7y) | ||
| Brian Samuel Burgess | Registered representative | CFP | Apr 2019 (7y) | |
| Nicholas Pursley | Registered representative | CFP CFA | Jul 2019 (7y) | |
| Lindsey Joy Hurt | Registered representative | Sep 2019 (7y) | ||
| Wenqi Huang | Registered representative | CFP | Nov 2019 (7y) | |
| Elizabeth Kathleen Norris | Registered representative | CFP | Feb 2020 (6y) | |
| Bryce Ellsworth Baker | Registered representative | CFP | May 2020 (6y) | |
| Christopher Carl Hoffa | Registered representative | CFP | Jun 2020 (6y) | |
| Estefani Marina Morris | Registered representative | CFP | Jul 2020 (6y) | |
| Jordan Robert Graham | Registered representative | CFP | Aug 2020 (6y) | |
| Lauren Michelle Mercer | Registered representative | CFP | Oct 2020 (6y) | |
| Marieteo Padiong | Registered representative | CFP | Oct 2020 (6y) | |
| Katherine Kester Burgess | Registered representative | CFP | Oct 2020 (6y) | |
| Kaycee K Le Cong | Registered representative | CFP | Oct 2020 (6y) | |
| Lauren Rodgers | Registered representative | Oct 2020 (6y) | ||
| Thomas W Newbold | Registered representative | Oct 2020 (6y) | ||
| Michael Foster Curtis | Registered representative | CFP | Jan 2021 (6y) | |
| Kaleb T Strawn | Registered representative | CFP | Jul 2021 (5y) | |
| Kyle Anthony Rice | Registered representative | CFP | Jul 2021 (5y) | |
| Jennifer Marie Facini | Registered representative | CFP | Aug 2021 (5y) | |
| Sophia La Monica Hampton | Registered representative | Sep 2021 (5y) | ||
| Jacob David Jones | Registered representative | CFP | Sep 2021 (5y) | |
| Jacob John Ries Roncalli | Registered representative | CFP | Sep 2021 (5y) | |
| Jonathan De Smidt | Registered representative | CFP | Sep 2021 (5y) | |
| Scott Thomas Moser | Registered representative | CFP | Oct 2021 (5y) | |
| Dennis Siu Chung Chiu | Registered representative | CFP | Oct 2021 (5y) | |
| Dustin Daniel Courts | Registered representative | Nov 2021 (5y) | ||
| Samuel David Blank | Registered representative | CFP | Nov 2021 (5y) | |
| Hailey Lynn Leister | Registered representative | CFP | Nov 2021 (5y) | |
| Zachary William Smith | Registered representative | CFP | Dec 2021 (5y) | |
| Joseph Gerald Volcheck | Registered representative | CFP | Dec 2021 (5y) | |
| David Lee Amiot | Registered representative | CFP | Mar 2022 (4y) | |
| Daniel William Neish | Registered representative | CFP | Mar 2022 (4y) | |
| Laura Lea Kimball | Registered representative | CFP | Mar 2022 (4y) | |
| Noah Francis Arrick | Registered representative | CFP | Jun 2022 (4y) | |
| Eric Ho | Registered representative | CFP | Jul 2022 (4y) | |
| Mark Jacob Frenzel Sulyok | Registered representative | CFP | Jul 2022 (4y) | |
| Samuel Thomas Murphy | Registered representative | CFP | Jul 2022 (4y) | |
| Stephen O'dell | Registered representative | CFP | Aug 2022 (4y) | |
| Christian Michael Blazona | Registered representative | Sep 2022 (4y) | ||
| Ethan Hao Truong | Registered representative | CFP | Sep 2022 (4y) | |
| Shenyan Gu | Registered representative | CFP CFA | Sep 2022 (4y) | |
| Nicholas Neil Gearhart | Registered representative | CFP | Sep 2022 (4y) | |
| Andrew Morgan Richardson | Registered representative | CFP | Oct 2022 (4y) | |
| Vivian Tang | Registered representative | Nov 2022 (4y) | ||
| Anallely Valdez Johnson | Registered representative | Jan 2023 (4y) | ||
| Brianna Nicole Thompson | Registered representative | Jan 2023 (4y) | ||
| John Shelby Clements | Registered representative | CFP | Jan 2023 (4y) | |
| Matthew William Kelley | Registered representative | CFP | Jan 2023 (4y) | |
| Alena Nicole Boucek | Registered representative | Feb 2023 (3y) | ||
| Colleen Baker | Registered representative | CFP | Mar 2023 (3y) | |
| Connor Maxwell Upham | Registered representative | May 2023 (3y) | ||
| Rachel Amelia Kuhnert | Registered representative | CFP | Aug 2023 (3y) | |
| Madison Clark | Registered representative | Aug 2023 (3y) | ||
| Andres Rivera Uribe | Registered representative | Sep 2023 (3y) | ||
| Brian Walter Morton | Registered representative | CFP | Oct 2023 (3y) | |
| Tania Permata Hillin | Registered representative | CFP | Oct 2023 (3y) | |
| Michael Stevens | Registered representative | CFP | Oct 2023 (3y) | |
| Ardavan Tabrizian | Registered representative | Jan 2024 (3y) | ||
| Shaun Douglas Mize | Registered representative | Jan 2024 (3y) | ||
| Alexander Cannella | Registered representative | Jan 2024 (3y) | ||
| Kevin Hong Ting | Registered representative | Mar 2024 (2y) | ||
| Mary B Bierds | Registered representative | CFP | Mar 2024 (2y) | |
| Gavin John Dayment | Registered representative | Apr 2024 (2y) | ||
| Hinnah Daryani | Registered representative | CFP | Jul 2024 (2y) | |
| Matt Sisco | Registered representative | Jul 2024 (2y) | ||
| Ryan Bridge | Registered representative | Jul 2024 (2y) | ||
| Jacob Siuta | Registered representative | CFP | Jul 2024 (2y) | |
| Tyler Kim | Registered representative | Jul 2024 (2y) | ||
| Daniel J Browne | Registered representative | CFP | Jul 2024 (2y) | |
| Brennan Holmes | Registered representative | Aug 2024 (2y) | ||
| Haley Droppelman | Registered representative | Aug 2024 (2y) | ||
| Gabrielle Alexis Sabatini | Registered representative | Aug 2024 (2y) | ||
| Jackson Hartz | Registered representative | Aug 2024 (2y) | ||
| Rory Shanks | Registered representative | Aug 2024 (2y) | ||
| Conor Joseph Whitney | Registered representative | CFP CFA | Sep 2024 (2y) | |
| Kiley Hein | Registered representative | Nov 2024 (2y) | ||
| Alexia R Candelaria | Registered representative | CFP | Jan 2025 (2y) | |
| Daniel Matthew Moore | Registered representative | CFP | Mar 2025 (1y) | |
| Jackson Chandler Mc Carthy | Registered representative | Mar 2025 (1y) | ||
| Anthony John Rocchio | Registered representative | CFP | Apr 2025 (1y) | |
| Anna Holowetzki | Registered representative | Apr 2025 (1y) | ||
| Tara N Oconnell | Registered representative | Apr 2025 (1y) | ||
| Celia Tanya Meagher | Registered representative | CFP | Apr 2025 (1y) | |
| Brandon Michael Curley | Registered representative | CFP | May 2025 (1y) | |
| Parker Trelstad | Registered representative | May 2025 (1y) | ||
| Elise Paz | Registered representative | May 2025 (1y) | ||
| Riley Marie Vetto | Registered representative | May 2025 (1y) | ||
| Nicolas Good | Registered representative | CFP | Jun 2025 (1y) | |
| Brayden R West | Registered representative | Jun 2025 (1y) | ||
| Alexander Flagg | Registered representative | Jun 2025 (1y) | ||
| Maximilian John Arms | Registered representative | CFP | Jun 2025 (1y) | |
| Cole Kenney | Registered representative | Jun 2025 (1y) | ||
| Emory Rapaport | Registered representative | Jun 2025 (1y) | ||
| Cara Picton | Registered representative | CFP | Jun 2025 (1y) | |
| Joshua William Perry | Registered representative | Jul 2025 (1y) | ||
| Brian Arnold Hickox | Registered representative | CFP | Jul 2025 (1y) | |
| John Peter Mather | Registered representative | CFP | Jul 2025 (1y) | |
| Luke Heger | Registered representative | Jul 2025 (1y) | ||
| Collin Seifert | Registered representative | Aug 2025 (1y) | ||
| Luke West Roe | Registered representative | Aug 2025 (1y) | ||
| Matthew David Kirby | Registered representative | Sep 2025 (1y) | ||
| Sue F Cheung | Registered representative | CFP | Oct 2025 (1y) | |
| Annika Jane Cruz | Registered representative | Nov 2025 (1y) | ||
| Kathleen Elizabeth Hafner | Registered representative | CFP | Dec 2025 (1y) | |
| Renee Elisabeth Marinez | Registered representative | CFP | Dec 2025 (1y) | |
| Cole Davis Bender | Registered representative | Dec 2025 (1y) | ||
| Corinne Salera Bedford | Registered representative | CFP | Jan 2026 (1y) | |
| Jeremy M Pond | Registered representative | CFP | Jan 2026 (1y) | |
| Jane Anderson | Registered representative | Jan 2026 (1y) | ||
| Nathan Schult | Registered representative | CFP | Jan 2026 (1y) | |
| Sean Pilkington | Registered representative | Jan 2026 (1y) | ||
| Luke Davis Ray | Registered representative | CFP | Jan 2026 (1y) | |
| Clint Michael Christensen | Registered representative | CFP | Mar 2026 (0y) | |
| Austin Charles Flora | Registered representative | CFA | Mar 2026 (0y) | |
| Jackson Fitzgerald Oreilly | Registered representative | CFP | Apr 2026 (0y) | |
| John Zhang | Registered representative | Apr 2026 (0y) | ||
| Wilson Timothy Reece | Registered representative | CFP | Apr 2026 (0y) | |
| Mitchell Alban Kotheimer | Registered representative | CFP | May 2026 (0y) | |
| Jordana Kutnick | Registered representative | Jun 2026 (0y) | ||
| Michael James Kreza | Registered representative | CFP | Jun 2026 (0y) | |
| Robert Joseph Bennett | Registered representative | CFP | Jun 2026 (0y) | |
| Ryan Kenji Wong | Registered representative | Jun 2026 (0y) | ||
| Pablo Ramon Ochoa | Registered representative | Jun 2026 (0y) | ||
| Rohit Sood | Registered representative | Jul 2026 (0y) | ||
| Dwayne Edward Miller | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $49.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Brighton Jones Investment Partners, Llc | Private Equity Fund | $32.1M | $100K | 117 |
| Brighton Jones Investment Partners Ii, Llc | Private Equity Fund | $17.1M | $100K | 78 |
| Lenora Capital Multistrategy Fund I Llc | Private Equity Fund | $0 | $250K | 0 |
| Lenora Capital Multistrategy Fund I (Qp) Llc | Private Equity Fund | $0 | $500K | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (14)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Prime 8 Consulting 401(k) Plan | Prime 8 Llc | 165 | $9.6M | 01/01/2024 |
| Sigler Profit Sharing And 401(k) Plan | Russell Sigler, Inc. | 806 | $120M | 01/01/2024 |
| Bargreen Ellingson, Inc. 401(k) Plan | Bargreen Ellingson, Inc. | 709 | $61.3M | 01/01/2024 |
| Sequoyah Electric 401(k) Plan | Sequoyah Electric, Llc | 113 | $17.4M | 01/01/2024 |
| Monarch Landscape Companies 401(k) Plan | Monarch Landscape Holdings, Llc | 3,359 | $16.2M | 01/01/2024 |
| Home Comfort Alliance, Llc 401(k) Plan | Home Comfort Alliance, Llc | 194 | $7.3M | 01/01/2024 |
| Transgroup 401(k) Profit Sharing Plan And Trust | Transgroup Express, Llc | 665 | $28.3M | 01/01/2024 |
| Figma, Inc. 401(k) Plan | Figma, Inc. | 1,266 | $101M | 01/01/2024 |
| North Forty 401(k) Plan | North Forty Group, Llc | 186 | $10.6M | 01/01/2024 |
| Pae Consulting Engineers, Inc. Profit Sharing And Employees Savings Plan | Pae Consulting Engineers, Inc. | 391 | $76.0M | 01/01/2024 |
| Mashura Llc 401(k) Plan | Mashura Llc | 98 | $6.1M | 01/01/2024 |
| Capstone Green Energy, Llc 401(k) Plan | Capstone Green Energy, Llc | 97 | $27.4M | 01/01/2024 |
| Lids 401(k) Salary Deferral Plan | Lids Holdings Inc. | 1,527 | $14.5M | 01/01/2024 |
| Dcg One, Llc Retirement Savings Plan | Direct Connect Group, Llc | 431 | $43.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 2.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $16.0B (84% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗