Bright Portfolios, LLC
● SEC registered since 2024CRD 288605SEC# 801-131622Lee's Summit, MO
Reg. AUM
$135.7M
Employees
4
Accounts
1
Location
Lee's Summit, MO
Bright Portfolios, LLC assets under management
Bright Portfolios, LLC is an investment advisory firm registered with the SEC based in Lee's Summit, MO. The firm has been registered since 2024. It reports $135.7 million in regulatory assets under management and employs 4 people.
Bright Portfolios, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin J Malick Control | Chief Compliance Officer/Manager | Under 5% | 2017 |
| Stephen Stricklin Control | Manager | Over 75% | 2017 |
| Three Nine Investments LLC Control | Member | Over 75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Bright Portfolios, LLC manage?
Bright Portfolios, LLC reports $135.7 million in regulatory assets under management on its Form ADV.
How many employees does Bright Portfolios, LLC have?
Bright Portfolios, LLC reports 4 employees.
Where is Bright Portfolios, LLC located?
Bright Portfolios, LLC is based in Lee's Summit, MO and has been SEC-registered since 2024.
Does Bright Portfolios, LLC disclose fund performance?
Bright Portfolios, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 SE 2nd St, Lee's Summit, MO 64063 |
| Phone | 877-274-7678 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.7M▲ 67%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$135.7Mregulatory AUM
Discretionary $135.7M