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DAYBRIGHT ADVISORY SERVICES, INC.
CRD 133795File 801-93173
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$997.4M
Above cohort median (national)
Discretionary AUM
$742.0M
Non-discretionary $255.4M
Clients
696
696 accounts
Employees
10
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 16, 2015
- Principal office
- 9350 SOUTH DIXIE HIGHWAY, SUITE 1560, MIAMI, FL, 33156
- Phone
- 305-671-2200
- Website
- https://www.daybright.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $997.4M
- Discretionary AUM
- $742.0M
- Non-discretionary AUM
- $255.4M
- Discretionary accounts
- 648
- Non-discretionary accounts
- 48
- Total accounts
- 696
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 696 | $997.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Employees | 26 | 10 | decreased by16 |
| Apr 1, 2026 | Clients | 2,168 | 696 | decreased by1,472 |
| Apr 1, 2026 | AUM | $4,212,361,531 | $997,417,668 | decreased by$3,214,943,863 |
| Apr 1, 2026 | Accounts | 2,170 | 696 | decreased by1,474 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 26 | increased by16 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 632 | 2,168 | increased by1,536 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,050,098,456 | $4,212,361,531 | increased by$3,162,263,075 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 632 | 2,170 | increased by1,538 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 328 | 632 | increased by304 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $661,781,668 | $1,050,098,456 | increased by$388,316,788 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 328 | 632 | increased by304 |
| Apr 1, 2022 | Clients | 250 | 328 | increased by78 |
| Apr 1, 2022 | AUM | $523,813,391 | $661,781,668 | increased by$137,968,277 |
| Apr 1, 2022 | Accounts | 250 | 328 | increased by78 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DAYBRIGHT ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DAYBRIGHT ADVISORY” 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.