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BRIGHT ANGEL ADVISORS LLC

CRD 311704File 801-120036
APPROVED
Retail clients
Custody
Filing as of Jan 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$224.1M
Below cohort median (national)
Discretionary AUM
$224.1M
Clients
35
106 accounts
Employees
4
Bottom 25% of cohort in MN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Dec 24, 2020
Principal office
3900 NORTHWOODS DR., SUITE 350, ST. PAUL, MN, 55112
Phone
612-372-0090
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$224.1M
Discretionary AUM
$224.1M
Non-discretionary AUM
$0
Discretionary accounts
106
Non-discretionary accounts
0
Total accounts
106
AUM per client
$6.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals18$219.9M
Individuals (other than high net worth individuals)17$4.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
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

DateFieldFromToChange
Feb 1, 2026Clients3435increased by1
Feb 1, 2026AUM$200,219,277$224,115,580increased by$23,896,303
Feb 1, 2026Accounts103106increased by3
May 1, 2025
vs Oct 1, 2022
AUM$162,063,140$200,219,277increased by$38,156,137
May 1, 2025
vs Oct 1, 2022
Accounts91103increased by12
Apr 1, 2022Employees54decreased by1
Apr 1, 2022AUM$151,623,631$162,063,140increased by$10,439,509
Apr 1, 2022Accounts8991increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BRIGHT ANGEL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIGHT ANGEL” 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.