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BRIGHT FINANCIAL ADVISORS, INC.

PORTAGE, MI · CRD 107931 · IAPD ↗ · brightfinancialadvisors.com · 269-373-2700

$725.5MRegulatory AUM
2Advisory reps
12Employees
0Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — BRIGHT FINANCIAL ADVISORS, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2026 — BRIGHT FINANCIAL ADVISORS, INC. reported RAUM up 27% ($570.1M -> $725.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
May 2025 — BRIGHT FINANCIAL ADVISORS, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — BRIGHT FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($489.2M -> $570.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
May 2024 — BRIGHT FINANCIAL ADVISORS, INC. notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.