Firm profile

BRIGHTON SECURITIES CORP.

ROCHESTER, NYCRD 3875Latest ADV April 21, 2026

Brighton Securities Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Rochester, NY. Its latest Form ADV filing, dated April 21, 2026, reports $931M in regulatory assets under management, 26 employees, 2 offices, and 3,130 accounts.

Assets Under Management
$931M
Employees
26
Offices
2 offices
Total Clients
1,795
Primary office
ROCHESTER, NY
1703 MONROE AVENUE, ROCHESTER, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOLori Ann Alberts
CCOLori Ann Alberts

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
1,379
2
HNWI
20.8%
374
3
Pension Plans
0.9%
17
4
Corporations
0.7%
13
5
Charitable
0.7%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$931Mas of April 21, 2026
Discretionary38.1%
$355M
38% of total RAUM38.1%
Non-discretionary61.9%
$576M
62% of total RAUM61.9%
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.

Latest AUM$931M
Total Accounts3,130
10Y AUM Change+$757M (+433.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee69:1
10Y Employee Change-8 (-23.5%)

* 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.