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DAYBRIGHT ADVISORY SERVICES, INC.

CRD 133795File 801-93173
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Pension and profit sharing plans696$997.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.