BrightOrange Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
Clients
16
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$125,000
About
BrightOrange Advisors is a small, independent registered investment adviser that serves individual (including high‑net‑worth) clients, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management and written financial planning and consulting, generally billed on an asset‑based fee basis.
The adviser constructs customized model portfolios that primarily use exchange‑traded funds, individual stocks, bonds and options, and applies both fundamental and technical analysis with a generally long‑term orientation while permitting shorter‑term trading as needed. The firm discloses that it may employ borrowing and derivatives in separately managed accounts and offers a performance‑based fee option for Qualified Clients, practices that the brochure identifies as less common among similar solo independent advisors and that are accompanied by specific risk disclosures.
The principal maintains separate real‑estate brokerage and related businesses and provides healthcare consulting in non‑advisory capacities, with those affiliations disclosed as distinct from the advisory services. Taken together — the firm’s very small asset base and client count, its use of leverage and derivatives in client accounts, and the availability of performance‑fee arrangements — make its operating profile atypical compared with many independent single‑advisor firms.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.00% annually
$250 per hour
Up to 20% of gains annually for Qualified Clients (minimum $1,100,000 AUM or $2,200,000 net worth)
Main office location
BrightOrange Advisors
Altadena CA, United States
Number of offices
1
Most active in
BrightOrange Advisors has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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