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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalOptima glacier +more
- Established Date
- 02-14-2019
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
GARY THOMAS WHITEHURST
Chief Executive Officer, COMPLIANCE OFFICER, Founder
- CRD
- #2880983
- Ownership
- 75% or more
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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
| 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% |