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BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312File 801-47459
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$132.63B
Top 10% of cohort (national)
Discretionary AUM
$131.23B
Non-discretionary $1.40B
Clients
5,705
5,705 accounts
Employees
29
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 21, 1994
- Principal office
- 11225 NORTH COMMUNITY HOUSE RD, CHARLOTTE, NC, 28277
- Phone
- 980-949-4641
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $132.63B
- Discretionary AUM
- $131.23B
- Non-discretionary AUM
- $1.40B
- Discretionary accounts
- 72
- Non-discretionary accounts
- 5,633
- Total accounts
- 5,705
- AUM per client
- $23.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 72 | $131.23B |
| Individuals (other than high net worth individuals) | 5,633 | $1.40B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 6,200 | 5,705 | decreased by495 |
| Apr 1, 2026 | AUM | $135,189,973,647 | $132,629,273,671 | decreased by$2,560,699,976 |
| Apr 1, 2026 | Accounts | 6,200 | 5,705 | decreased by495 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 29 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,540 | 6,200 | decreased by1,340 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $181,634,559,490 | $135,189,973,647 | decreased by$46,444,585,843 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,540 | 6,200 | decreased by1,340 |
| Apr 1, 2022 | Clients | 8,116 | 7,540 | decreased by576 |
| Apr 1, 2022 | AUM | $179,710,061,221 | $181,634,559,490 | increased by$1,924,498,269 |
| Apr 1, 2022 | Accounts | 8,116 | 7,540 | decreased by576 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIGHTHOUSE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIGHTHOUSE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.