Bright Portfolios, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$135,700,708
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Bright Portfolios, LLC provides model portfolio management and subadvisory services to other registered investment advisers and to exchange-traded funds; the firm does not maintain direct retail client relationships. As of March 26, 2026, Bright Portfolios manages approximately $135.7 million on a discretionary basis in the ETFs it subadvises and reports roughly $280 million in assets under advisement.
The firm’s investment process is built on a two-stage Common Good Framework that first applies a values-based Elimination Framework (with no materiality thresholds) and then evaluates remaining issuers across six pillars—Dignity, Justice, Charity, Integrity, Stewardship, and Leadership—using bottom-up fundamental analysis, quantitative models, ETF manager due diligence, and technical factors where applicable. Bright Portfolios also discloses the use of artificial intelligence and machine‑learning tools to augment research inputs while retaining human portfolio managers as the final decision-makers.
Bright Portfolios is notable among its investment‑manager peers for its role as portfolio manager and subadvisor to investment companies—specifically two ETFs whose strategies are directly tied to the firm’s Focused Equity and Fixed Income Ladder models—an offering that is uncommon for firms in this category. The firm discloses and addresses the related conflict of interest that its model portfolios may include ETFs it subadvises, and applies the same due diligence standards to its own ETFs as to third‑party funds.
Client services
Portfolio management
Model management
Expertise
ESG / Sustainable investing
Concentrated stock management
Passive / index investing
Fee options
N/A - N/A: 0.15% – 0.30% annually (Diversified Equity and Diversified Fixed Income models, negotiable) N/A - N/A: 0.35% – 0.50% annually (Focused Equity and Fixed Income Ladder separately managed accounts, negotiable)
Main office location
Bright Portfolios, LLC
11 Se 2 Nd St
Lee's Summit MO 64063, United States
Number of offices
1
Most active in
Bright Portfolios, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")