Daybright Advisory Services, Inc.
SEC-registered
Institutional / Pension Advisor · Small ($100M–$1B)
CRD 133795
· SEC file 801-93173
· Miami, FL
· www.ingham.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $997M
- Discretionary
- $742M
- Clients
- 696
- Avg AUM / client
- $1.4M
- Accounts
- 696
- Employees
- 10
AUM over time
$147M
$4.2B
Dec 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 696 | $997M | 100.0% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Riordan, Matthew, Gerard | Chief Financial Officer | Nov 2016 (10y) | Less than 5% | |
| Jeffrey F. Poling | Director Of Wealth Advisory Services | Jan 2017 (10y) | Less than 5% | |
| Hale, Patrick, William | President | Jan 2018 (9y) | Less than 5% | |
| Hancock Brown, Melanie, Joy | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Pierre, Jacques | Senior Vice President & Secretary | Mar 2023 (3y) | Less than 5% | |
| Schneider, Megan, E | Chairman & Treasurer | Mar 2023 (3y) | Less than 5% | |
| Scott Matthew Cloud | Registered representative | Sep 2015 (11y) | ||
| Jonathan Michael Rollins | Registered representative | Feb 2019 (7y) | ||
| Marlon Suarez | Registered representative | Jul 2022 (4y) | ||
| Todd Jay Levy | Registered representative | May 2024 (2y) | ||
| Gary Lee Simon | Registered representative | Dec 2024 (2y) | ||
| Joshua Craig Strause | Registered representative | Jun 2025 (1y) | ||
| Ashley W Rendon | Registered representative | Jul 2025 (1y) | ||
| Derek James Ivey | Registered representative | Jul 2025 (1y) | ||
| Jeffrey Michael Pangaro | Registered representative | Jul 2025 (1y) | ||
| Ronald Jay Fishman | Registered representative | Jul 2025 (1y) | ||
| Stephen Curtis Coombs | Registered representative | Jul 2025 (1y) | ||
| Neeta Balani | Registered representative | CFP CFA | Jul 2025 (1y) | |
| Emmanuelle Melissa Banaszak | Registered representative | Jul 2025 (1y) | ||
| Heidi Lee Miller | Registered representative | Aug 2025 (1y) | ||
| Cory Vance Lampshire | Registered representative | Aug 2025 (1y) | ||
| Eric Alexander Tavares | Registered representative | Aug 2025 (1y) | ||
| Marc Jeffrey Eichberg | Registered representative | Aug 2025 (1y) | ||
| Laura Esmeralda Gutierrez Mendez | Registered representative | CFP | Aug 2025 (1y) | |
| Theodore William Mccright | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Retirement Plan Company Llc | Shareholder | Jan 2016 | A | 75% or more |
| U.S. Retirement Partners, Inc. | Member | Apr 2016 | B | ≈ 56.25% – 100% via The Retirement Plan Company Llc |
| Kusrp Acquisition, Inc. | Shareholder | Mar 2018 | B | ≈ 31.64% – 100% via Usrp Holdings, Inc. |
| Usrp Holdings, Inc. | Shareholder | Mar 2018 | B | ≈ 42.19% – 100% via U.S. Retirement Partners, Inc. |
| Kusrp Holdings, Inc. | Shareholder | Mar 2018 | B | ≈ 17.8% – 100% via Kusrp Intermediate, Inc. |
| Kusrp Intermediate, Inc. | Shareholder | Mar 2018 | B | ≈ 23.73% – 100% via Kusrp Acquisition, Inc. |
| Tvg Kusrp Holdings, Lp | Shareholder | Jun 2023 | B | ≈ 13.35% – 100% via Kusrp Holdings, Inc. |
| Tvg Kusrp Aggregator, Lp | Limited Partner | Jun 2023 | B | ≈ 6.67% – 75% via Tvg Kusrp Holdings, Lp |
| Vistria Fund V, Lp | Limited Partner | Jun 2023 | B | ≈ 3.34% – 56.25% via Tvg Kusrp Aggregator, Lp |
| Vistria Fund V (Ft), Lp | Limited Partner | Jun 2023 | B | ≈ 1.67% – 37.5% via Tvg Kusrp Aggregator, Lp |
| Tvg Kusrp Holdings Gp, Llc | General Partner | Jun 2023 | B | GP / trustee / elected manager of Tvg Kusrp Holdings, Lp (indirect) |
| Vistria Gp V, Lp | General Partner | Jun 2023 | B | GP / trustee / elected manager of Vistria Fund V, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- U.S. Retirement Partners, Inc.: 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kusrp Acquisition, Inc.: 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Usrp Holdings, Inc.: 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kusrp Holdings, Inc.: 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Kusrp Intermediate, Inc.: 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Tvg Kusrp Holdings, Lp: 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Tvg Kusrp Aggregator, Lp: 50% – 75% of Tvg Kusrp Holdings, Lp × 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 6.67% – 75% of the firm
- Vistria Fund V, Lp: 50% – 75% of Tvg Kusrp Aggregator, Lp × 50% – 75% of Tvg Kusrp Holdings, Lp × 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 3.34% – 56.25% of the firm
- Vistria Fund V (Ft), Lp: 25% – 50% of Tvg Kusrp Aggregator, Lp × 50% – 75% of Tvg Kusrp Holdings, Lp × 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of The Retirement Plan Company Llc × 75% – 100% direct ≈ 1.67% – 37.5% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.09 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
Services
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Great West Trust Company, Llc $251M (25% of AUM) Mar 2026
- Charles Schwab & Co. $178M (18% of AUM) Mar 2026
- National Financial Services (Fidelity) $31.5M (3% of AUM) Mar 2026
- Matrix Financial Solutions, Inc. $8.4M (1% of AUM) Jun 2025
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗