B
Bright Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,804,384
Total clients
30
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$2,093,479
About
Bright Asset Management provides investment supervisory services and financial consulting to individuals, high‑net‑worth individuals, families, trusts and estates. Services include portfolio management, retirement and estate planning, tax management, college planning, and coordination of assets held outside its custody such as 401(k) plans, 529 plans, trust accounts and deferred compensation plans.
The firm implements a dynamic, tactical asset allocation approach across domestic and international equities, tax‑free and taxable bonds, tactical investments, real estate investment trusts, hard assets and cash, using ETFs, mutual funds, individual securities and closed‑end funds. Bright Asset Management employs fundamental, technical and cyclical analysis, manages accounts on a discretionary basis, and may use strategies that include short‑term trading, margin and option writing where appropriate.
Notable distinctions include a concentrated asset base reported entirely as discretionary (about $53.4 million) combined with a small client roster, yielding a relatively high assets‑per‑client profile and more intensive oversight than many peers. The firm also offers retainer arrangements to monitor outside accounts and is occasionally named as trustee or co‑executor in client estate documents, arrangements that are less common among similar independent advisers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Charitable giving & philanthropy
Tax-loss harvesting
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $3,000,000: 0.50% $3,000,000+: 0.25%
Account minimum: No minimum portfolio size, but usually imposes a minimum annual fee of $5,000 (household aggregate) Minimum fee: Usually a minimum annual fee of $5,000 applied at the household aggregate level; may be negotiated or adjusted based on client circumstances Fee-only: Investment supervisory services fees based on tiered AUM schedule; retainer services offered with fees typically ranging from $5,000 to $20,000 annually, negotiated by agreement
Main office location
Bright Asset Management
Venice FL, United States
Number of offices
1
Most active in
Bright Asset Management has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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