Bright Investments, Llc
- Regulatory AUM
- $152M
- Discretionary
- $150M
- Clients
- 44
- Avg AUM / client
- $3.4M
- Accounts
- 111
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $5.3M | 3.5% |
| High net worth individuals | 23 | $26.9M | 17.8% |
| Charitable organizations | Fewer than 5 clients | $616K | 0.41% |
| Corporations and other businesses | 5 | $119M | 78.3% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Frederick Bright | President | May 2015 (11y) | ≈ 37.5% – 75% via Bright Holdings, Llc | |
| Thomas Milton Kucera | Executive Vice President And Analyst | CFA | May 2015 (11y) | Less than 5% |
| Sarah Jane Zink | Chief Operating Officer And Chief Compliance Officer | Dec 2015 (11y) | Less than 5% | |
| Theodore Robert Davis | Registered representative | Sep 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bright Holdings, Llc | Voting Member | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Frederick Bright: 50% – 75% of Bright Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% 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) | 03/31/2026 | 1.03 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $120M (79% of AUM) Mar 2026
- Pershing $250K (0% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗