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BRIGHT INVESTMENTS, LLC
CRD 269955 · SEC 801-120845
570 DEVALL DRIVE, SUITE 303, AUBURN, AL, 36832, United States
Phone
334-321-2321
Fax
334-321-2883
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.5M
Discretionary AUM
$149.9M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $5.3M |
| High net worth individuals | 23 | $26.9M |
| Corporations/business entities | 5 | $118.7M |
States served
AL, KY, NJ, TN, TX
All web addresses on file
Official SEC filing: View on IAPD