Hedge Fund Database

BRIGHT FINANCIAL ADVISORS, INC.

Adviser information for BRIGHT FINANCIAL ADVISORS, INC. last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,546 $489.2M
Non-Discretionary 0 $0
Total 2,546 $489.2M

Clients

Type Number RAUM
Individuals 463 $165.7M
HNW Individuals 161 $322.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $634,120
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agentAccountant or accounting firm

Identifiers

SEC RIA File Number 801-57192
SEC ERA File Number 801-57192
SEC CIK Numbers 2022456
SEC CRD Numbers 107931
Legal Entity Identifier None

Principal Office

450 W. CENTRE AVENUE
SUITE C
PORTAGE
MI
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 269-373-2700, Fax: 269-345-5712

Websites

www.brightfinancialadvisors.com

Chief Compliance Officer

ANDREW M. PRICE, CFP
PRESIDENT
450 W. CENTRE AVENUE
SUITE C
PORTAGE
MI
United States
Tel: 269-373-2700
Fax: 269-345-5712
(Full email address available in API data)

Regulatory Contact

BROOKES L WELC
VICE PRESIDENT
450 W. CENTRE AVENUE
SUITE C
PORTAGE
MI
United States
Tel: 269-373-2700
Fax: 269-345-5712
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PRICE, ANDREW, MICHAEL Individual – CHIEF COMPLIANCE OFFICER/PRESIDENT 01/2019 > 75%
WELC, BROOKES, LAUREN Individual – VICE PRESIDENT 01/2021 5-10%

No. Employees, Historic

2010020192020202120222023202420259 on 4/18/20199 on 6/14/20199 on 9/24/201910 on 2/24/202010 on 4/9/202010 on 6/29/202010 on 10/15/202010 on 1/26/202110 on 2/16/202111 on 3/1/202211 on 3/7/202212 on 2/8/202312 on 8/21/202312 on 8/21/202313 on 2/22/2024

RAUM, Historic

500M250M02019202020212022202320242025227928294 on 4/18/2019227928294 on 6/14/2019227928294 on 9/24/2019299610599 on 2/24/2020299610599 on 4/9/2020299610599 on 6/29/2020299610599 on 10/15/2020347220520 on 1/26/2021347220520 on 2/16/2021412919402 on 3/1/2022412919402 on 3/7/2022398593407 on 2/8/2023398593407 on 8/21/2023398593407 on 8/21/2023489227164 on 2/22/2024

No. Clients, Historic

70035002019202020212022202320242025606 on 4/18/2019606 on 6/14/2019606 on 9/24/2019501 on 2/24/2020501 on 4/9/2020501 on 6/29/2020501 on 10/15/2020517 on 1/26/2021517 on 2/16/2021555 on 3/1/2022555 on 3/7/2022609 on 2/8/2023609 on 8/21/2023609 on 8/21/2023626 on 2/22/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 1M 6K –
APPLE INC COM 3M 17K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 494K 1K –
BERKSHIRE HATHAWAY INC DEL CL A 2M 4 –
CATERPILLAR INC COM 230K 692 –
DIMENSIONAL ETF TRUST ULTRASHORT FIXED 2M 40K –
EATON CORP PLC SHS 4M 12K –
EXXON MOBIL CORP COM 547K 5K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 2M 47K –
GOLDMINING INC COM 12K 13K –
INTERNATIONAL BUSINESS MACHS COM 268K 2K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 1M 6K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 13M 78K –
INVESCO QQQ TR UNIT SER 1 3M 6K –
ISHARES GOLD TR ISHARES NEW 836K 19K –
ISHARES TR GLOBAL ENERG ETF 208K 5K –
ISHARES TR MSCI EAFE ETF 695K 9K –
ISHARES TR CORE S&P MCP ETF 5M 91K –
ISHARES TR CORE S&P SCP ETF 9M 82K –
ISHARES TR CORE S&P500 ETF 11M 20K –
ISHARES TR ISHARES SEMICDTR 756K 3K –
ISHARES TR ESG AWR MSCI USA 254K 2K –
ISHARES TR CORE US AGGBD ET 31M 324K –
ISHARES TR NATIONAL MUN ETF 333K 3K –
ISHARES TR MSCI USA MMENTM 3M 14K –
ISHARES TR ESG AW MSCI EAFE 213K 3K –
ISHARES TR 1 3 YR TREAS BD 993K 12K –
MICROSOFT CORP COM 379K 847 –
NVIDIA CORPORATION COM 3M 22K –
PIMCO ETF TR INTER MUN BD ACT 203K 4K –
PROCTER AND GAMBLE CO COM 332K 2K –
PROSHARES TR S&P 500 DV ARIST 2M 19K –
SCHWAB STRATEGIC TR US LRG CAP ETF 344K 5K –
SHOPIFY INC CL A 260K 4K –
SPDR GOLD TR GOLD SHS 13M 61K –
SPDR S&P 500 ETF TR TR UNIT 2M 3K –
SPDR SER TR AEROSPACE DEF 296K 2K –
SSGA ACTIVE ETF TR GLOBL ALLO ETF 7M 164K –
STRYKER CORPORATION COM 6M 17K –
TARGET CORP COM 204K 1K –
TESLA INC COM 241K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 3M 12K –
VANGUARD INDEX FDS S&P 500 ETF SHS 343K 686 –
VANGUARD MUN BD FDS TAX EXEMPT BD 534K 11K –
VANGUARD WORLD FD HEALTH CAR ETF 629K 2K –
VANGUARD WORLD FD COMM SRVC ETF 306K 2K –
VANGUARD WORLD FD INF TECH ETF 2M 4K –
WALMART INC COM 357K 5K –
WORLD GOLD TR SPDR GLD MINIS 3M 60K –