Bright Investments, LLC
● SEC registered since 2021CRD 269955SEC# 801-120845Auburn, AL
Reg. AUM
$151.5M
Employees
6
Accounts
111
Location
Auburn, AL
Bright Investments, LLC assets under management
Bright Investments, LLC is a registered investment adviser overseen by the SEC based in Auburn, AL. The firm has been registered since 2021. It reports $151.5 million in regulatory assets under management and employs 6 people.
Bright Investments, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bright Holdings, LLC Control | Voting Member | Over 75% | 2019 |
| John Frederick Bright Control | President | Under 5% | 2015 |
| Sarah Jane Zink Control | Chief Operating Officer And Chief Compliance Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Bright Investments, LLC manage?
Bright Investments, LLC reports $151.5 million in regulatory assets under management on its Form ADV.
How many employees does Bright Investments, LLC have?
Bright Investments, LLC reports 6 employees.
Where is Bright Investments, LLC located?
Bright Investments, LLC is based in Auburn, AL and has been SEC-registered since 2021.
Does Bright Investments, LLC disclose fund performance?
Bright Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 570 Devall Drive, Suite 303, Auburn, AL 36832 |
| Phone | 334-321-2321 |
| Fax | 334-321-2883 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.5M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$151.5Mregulatory AUM
Discretionary $149.9MNon-discretionary $1.6M