Bright Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Auburn, AL. Its latest Form ADV filing, dated March 31, 2026, reports $152M in regulatory assets under management, 6 employees, 4 offices, and 111 accounts.
Assets Under Management
$152M
Employees
6
Offices
4 offices
Total Clients
44
Primary office
AUBURN, AL
570 DEVALL DRIVE, SUITE 303, AUBURN, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
23
2
Individuals
36.4%
16
3
Corporations
11.4%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 31, 2026
Discretionary98.9%
$150M
99% of total RAUM98.9%
Non-discretionary1.1%
$2M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts111
10Y AUM Change+$43M (+39.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee7:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.