B
$62.8M Total AUM
$62.8M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- BridgeFusion +more
- Established Date
- 10-13-2006
- Office Locations
- 1
Office Locations
-- Venice FL
About Bright Asset Management
Bright Asset Management provides holistic financial planning and investment management for individuals, families, and small business owners/entrepreneurs. The firm focuses on simplifying clients’ financial lives and building plans to grow and protect wealth, with portfolios primarily implemented with ETFs alongside cash and U.S. government/agency bonds. Custody is through Charles Schwab.
Team overview
-- AVG AGE
$62.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Prime Ember
Client Personas
Focus timber Ember eagle
Custodian
Meridian matrix Glacier Ridge
Investment Themes
Harbor glacier Matrix insight
Investment Vehicles
Beacon
Services
Capital prime Legacy Crest prime Vertex Meridian summit Zenith catalyst Atlas signal Value beacon Value Element vertex
Technology
Legacy beacon Summit vertex Focus signal
Owner & Executives
L
LARRY LEE BRIGHT JR
Chief Compliance Officer, Managing Member
- CRD
- #2387770
- Ownership
- 75% or more
(877) 351-3597
timber.beacon@valuecapital.com
in linkedin.com/in/vital-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,804,384 | -- |
| Non-Discretionary | $0 | $934,419 |
| Total | $62,804,384 | $934,419 |
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Separately Managed Accounts
Total SMA Asset: $62,804,384
Equity - Exchange:
18.8% Cash:
20.9% Other:
25.1% U.S. Government/Agency:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $205,152,778 | 18.8% |
| Cash | $228,068,779 | 20.9% |
| Other | $273,900,783 | 25.1% |
| U.S. Government/Agency | $384,115,839 | 35.2% |
| Total | $1,091,238,179 | 100.0% |