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Brighter Investing, PB LLC

Brighter Investing, PB LLC. CRD 299367

Brighter Investing, PB LLC logo

CRD: 299367

Brighter Investing, PB LLC

Atlanta, GA, 30326
4044100645
$38.7M Total AUM
$38.7M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
CapitalOptima glacier +more
Established Date
02-14-2019
Office Locations
1

Office Locations

3550 Lenox Rd. NE 21st Floor Atlanta GA

About Brighter Investing, PB LLC

Brighter Investing, PB LLC is an Atlanta-based RIA providing sustainable and impact-focused portfolio management and financial advice for individuals/families and mission-driven nonprofits and foundations. It builds public stock portfolios and select private investments aligned to clients’ financial and values goals (e.g., climate, fossil-free, social justice themes). Offers full-service, investment-only, and flat-rate planning, including alongside existing advisors; custody through Schwab.

Team overview

50 AVG AGE
$38.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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See the complete signal summary connected to element focus.
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Asset Classes

Summit peak Ridge vital Vertex Prime Element insight Foundation Delta frontier

Custodian

Unison glacier Signal timber Signal timber Quantum vertex

Investment Themes

Momentum value Momentum Fusion element Optima beacon

Investment Vehicles

Element vertex

Platform

Catalyst Catalyst

Services

Unison foundation Foundation ember Element Signal Optima North

Technology

Ember optima Timber Element Fusion ridge

Owner & Executives

GARY THOMAS WHITEHURST

GARY THOMAS WHITEHURST

Chief Executive Officer, COMPLIANCE OFFICER, Founder

CRD
#2880983
Ownership
75% or more
(618) 869-3213
element.legacy@alphacapital.com
in linkedin.com/in/focus-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $38,683,000 --
Non-Discretionary $0 --
Total $38,683,000 --

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Separately Managed Accounts

Total SMA Asset: $38,683,000

$38.7M Total SMA
Equity - Exchange:
35.4%
Corporate - Investment Grade:
19.7%
Cash:
19.3%
U.S. Government/Agency:
6.8%
Private Funds:
18.8%
Asset class Assets Assets %
Equity - Exchange $894,249,257 35.4%
Corporate - Investment Grade $497,647,186 19.7%
Cash $487,542,674 19.3%
U.S. Government/Agency $171,776,694 6.8%
Private Funds $474,912,035 18.8%
Total $2,526,127,846 100.0%

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