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Bright Investments, LLC

● SEC registered since 2021CRD 269955SEC# 801-120845Auburn, AL
Export (members)
Reg. AUM
$139.8M
Employees
7
Accounts
113
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 $139.8 million in regulatory assets under management and employs 7 people.

Bright Investments, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bright Holdings, LLC ControlVoting MemberOver 75%2019
John Frederick Bright ControlPresidentUnder 5%2015
Sarah Jane Zink ControlChief Operating Officer And Chief Compliance OfficerUnder 5%2015
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Frequently asked questions

How much does Bright Investments, LLC manage?

Bright Investments, LLC reports $139.8 million in regulatory assets under management on its Form ADV.

How many employees does Bright Investments, LLC have?

Bright Investments, LLC reports 7 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

Address570 Devall Drive, Suite 303, Auburn, AL 36832
Phone334-321-2321
Fax334-321-2883
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.8M
Non-discretionary$3M
Total (RAUM)$139.8M