← Directory
BRIGHT FINANCIAL ADVISORS, INC.
CRD 107931File 801-57192
APPROVED
Retail clients
Custody
Filing as of Jan 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$725.5M
Above cohort median (national)
Discretionary AUM
$725.5M
Clients
665
3,619 accounts
Employees
12
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 20, 2000
- Principal office
- 450 W. CENTRE AVENUE, SUITE C, PORTAGE, MI, 49024
- Phone
- 269-373-2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $725.5M
- Discretionary AUM
- $725.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,619
- Non-discretionary accounts
- 0
- Total accounts
- 3,619
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $216K |
| High net worth individuals | 223 | $564.6M |
| Individuals (other than high net worth individuals) | 440 | $160.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 642 | 665 | increased by23 |
| Feb 1, 2026 | AUM | $570,094,623 | $725,469,127 | increased by$155,374,504 |
| Feb 1, 2026 | Accounts | 2,495 | 3,619 | increased by1,124 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 555 | 642 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $412,919,402 | $570,094,623 | increased by$157,175,221 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,224 | 2,495 | decreased by729 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 517 | 555 | increased by38 |
| Apr 1, 2022 | AUM | $347,220,520 | $412,919,402 | increased by$65,698,882 |
| Apr 1, 2022 | Accounts | 2,978 | 3,224 | increased by246 |
| 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 “BRIGHT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIGHT FINANCIAL” 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.