Brighton Securities Corp.
- Regulatory AUM
- $931M
- Discretionary
- $355M
- Clients
- 1,795
- Avg AUM / client
- $519K
- Accounts
- 3,130
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,379 | $567M | 60.9% |
| High net worth individuals | 374 | $334M | 35.9% |
| Pension and profit sharing plans | 17 | $9.8M | 1.05% |
| Charitable organizations | 12 | $7.9M | 0.85% |
| Corporations and other businesses | 13 | $12.4M | 1.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Meyers Rv Superstore 401(k) Profit Sharing Plan & Trust Meyers Rv Superstore | 2024 |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Arthur Hendee | Vice President | CFP | Jan 2018 (9y) | GP / trustee / elected manager of Brighton Securities Holdings Inc (indirect) |
| George Thomas Conboy | Chairman | Jan 2018 (9y) | 50% – 75% of Brighton Securities Holdings Inc. (indirect) | |
| Robert A Kravetz | Senior Vice President Financial Advisor | Jan 2018 (9y) | GP / trustee / elected manager of Brighton Securities Holdings Inc (indirect) | |
| Charles William Wade | Vice President Financial Advisors | Feb 2018 (9y) | GP / trustee / elected manager of Brighton Securities Holdings Inc (indirect) | |
| Ethan Joel Wade | Vice President Financial Advisor | Feb 2018 (9y) | GP / trustee / elected manager of Brighton Securities Holdings Inc (indirect) | |
| Stephen T. Hicks | Financial Advisor | Feb 2018 (9y) | GP / trustee / elected manager of Brighton Securities Holdings Inc (indirect) | |
| Salvatore Anthony Fasciano | Vice President Financial Advisor | Dec 2019 (7y) | GP / trustee / elected manager of Brighton Securiites Holdings Inc (indirect) | |
| Todd W Alexander | Financial Advisor | May 2021 (5y) | GP / trustee / elected manager of Brighton Securities Holding (indirect) | |
| Samuel Joseph Dinorma | Financial Advisor | May 2021 (5y) | GP / trustee / elected manager of Brighton Securities Holding (indirect) | |
| Lori Ann Alberts | Registered representative | Sep 2018 (8y) | ||
| Nicholas Edward Fischer | Registered representative | Apr 2021 (5y) | ||
| Victoria Lynn Tabor | Registered representative | May 2021 (5y) | ||
| Gary Scott Michaels | Registered representative | May 2021 (5y) | ||
| Michael James Black | Registered representative | Jan 2022 (5y) | ||
| Melissa Ann Talarico | Registered representative | Nov 2022 (4y) | ||
| Samantha A Walker | Registered representative | Mar 2023 (3y) | ||
| Clara Sanguinetti | Registered representative | Jul 2023 (3y) | ||
| Joseph O'hare | Registered representative | Jul 2023 (3y) | ||
| Jeanine B Drake | Registered representative | Feb 2024 (2y) | ||
| Jennifer Snyder | Registered representative | Feb 2024 (2y) | ||
| Jacob Hao Chen | Registered representative | Apr 2024 (2y) | ||
| Joseph Keller Del Prete | Registered representative | Oct 2025 (1y) | ||
| Jenny Lee Leach | Registered representative | Oct 2025 (1y) | ||
| Michael James Gorsky | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brighton Securities Holdings Inc | Owner | Jan 2018 | A | 75% or more |
| Alberts, Lori Ann | Cco | Jan 2019 | A | Less than 5% |
| Scenic Buffalo | Shareholder | Oct 2018 | B | GP / trustee / elected manager of Brighton Securiites Holding Inc. (indirect) |
| Hawryschuk, Melissa | Shareholder | Dec 2021 | B | GP / trustee / elected manager of Brighton Securities Holding (indirect) |
| Peartree, David S | Shareholder | Dec 2021 | B | GP / trustee / elected manager of Brighton Securities Holding (indirect) |
Undisclosed: 0% – 25% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Meyers Rv Superstore 401(k) Profit Sharing Plan & Trust | Meyers Rv Superstore | 413 | $11.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $291M (31% of AUM) Apr 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: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗