CRD: 107931
Bright Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge
- Established Date
- 01-20-2000
- Office Locations
- 1
Office Locations
About Bright Financial Advisors, Inc.
Bright Financial Advisors is a Portage, MI wealth management firm founded in 1958 serving individuals, families, and business owners. The team delivers comprehensive financial and tax planning alongside investment management, including retirement planning, executive compensation/stock options, business transitions, estate planning, and charitable giving strategies. Differentiators include an on-staff CPA and a coordinated planning approach; custody includes Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW MICHAEL PRICE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4549603
- Ownership
- 75% or more
BROOKES LAUREN WELC
Advisor, VICE PRESIDENT
- CRD
- #6343101
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $725,469,127 | $200,461 |
| Non-Discretionary | $0 | -- |
| Total | $725,469,127 | $200,461 |
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Separately Managed Accounts
Total SMA Asset: $725,469,127
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $797,631,042 | 11.6% |
| Equity - Exchange | $316,301,965 | 4.6% |
| Cash | $1,636,518,862 | 23.8% |
| Corporate - Investment Grade | $611,975,541 | 8.9% |
| U.S. Government/Agency | $522,585,855 | 7.6% |
| Equity - OTC | $1,643,394,992 | 23.9% |
| Municipal Bonds | $1,347,721,415 | 19.6% |
| Total | $6,876,129,672 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA SIGNAL RADIAL | CATALYST RIDGE | 69M7BYR5J | ODCX | 10.83% | $106,304,199 |
| MOMENTUM FOUNDATION BEACON | PRIME BRIDGE | 89UYL2455 | IFQ | 10.87% | $28,321,390 |
| UNISON MATRIX | MERIDIAN NORTH | LQ73Q7OC6 | YIWF | 3.79% | $41,813,490 |
| ZENITH VITAL | VITAL HARBOR | HVSAVBZOK | KYNEE | 10.97% | $55,558,883 |
| NORTH VITAL BRIDGE | FRONTIER MERIDIAN | 0EYY47MX3 | CTMFT | 10.41% | $103,306,189 |
| UNISON ZENITH | SUMMIT FRONTIER | FT81SSL5C | URTTU | 11.72% | $86,554,314 |
| NORTH INSIGHT | PIONEER FOCUS | P57O9O0DF | ARZM | 5.31% | $1,915,491 |
| MERIDIAN EAGLE MATRIX | HARBOR DELTA | XFMX31HLV | TAE | 6.77% | $68,443,794 |