CRD: 164408
Bright Road Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-25-2012
- Office Locations
- 6
Office Locations
About Bright Road Wealth Management, LLC
Bright Road Wealth Management is a fee-only fiduciary RIA providing personalized wealth management, investment management, and plain-English financial planning for individuals and families, including retirees, federal employees, and busy professionals. Portfolios lean on ETFs alongside fixed income exposures, and the firm works with custodians such as Charles Schwab. The team has been cited in outlets including MarketWatch and Kiplinger.
Reported data analysis
What the numbers show
Between December 16, 2025 and March 5, 2026, reported AUM increased 26.8%, from $349.5M to $443.3M.
Across 5 reported observations, AUM increased 137.6% between August 26, 2022 and March 5, 2026, from $186.5M to $443.3M.
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 10 advisory representatives and 640 clients, or 64 clients per representative. That equates to $692.6K in reported AUM per client.
The profile lists 6 reported office locations and 14 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bright Road Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN KENT PINKSTON
Financial Advisor, General Partner, Managing Member
- CRD
- #2916032
- Ownership
- 50% but less than 75%
Jayson Dee Owens
Financial Advisor, General Partner
- CRD
- #6618470
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MATTHEW WILLIE ANDERSON
Financial Advisor
- CRD
- #2894797
James Thomas Barnum
Investment Advisor
- CRD
- #7515625
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,681,868 | $198,566 |
| Non-Discretionary | $11,579,871 | $1,447,484 |
| Total | $443,261,739 | $203,145 |
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Separately Managed Accounts
SMA allocation detail is available
Bright Road Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.