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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

$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
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.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $1.3M in reported AUM per client.

The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

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

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Available data coverage

  • Asset Classes
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

GARY THOMAS WHITEHURST

GARY THOMAS WHITEHURST

Chief Executive Officer, COMPLIANCE OFFICER, Founder

CRD
#2880983
Ownership
75% or more

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Contacts

No contact records available.

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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

SMA allocation detail is available

Brighter Investing, PB LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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