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DAYBRIGHT ADVISORY SERVICES, INC.

MIAMI, FL · CRD 133795 · IAPD ↗ · ingham.com · 305-671-2200

$997.4MRegulatory AUM
8Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
32States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2026 — DAYBRIGHT ADVISORY SERVICES, INC. notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2026 — DAYBRIGHT ADVISORY SERVICES, INC. reported RAUM down 76% ($4.21B -> $997.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
43
April 2026 — DAYBRIGHT ADVISORY SERVICES, INC. shrank from 21 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
December 2025 — DAYBRIGHT ADVISORY SERVICES, INC. moved its main office from NASHVILLE, TN to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
December 2025 — DAYBRIGHT ADVISORY SERVICES, INC. added office(s): 2 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
December 2025 — TRPC ADVISORY SERVICES is now doing business as DAYBRIGHT ADVISORY SERVICES, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
December 2025 — DAYBRIGHT ADVISORY SERVICES, INC. reported RAUM up 301% ($1.05B -> $4.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
December 2025 — DAYBRIGHT ADVISORY SERVICES, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
83
December 2025 — DAYBRIGHT ADVISORY SERVICES, INC. grew from 8 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
37
June 2025 — TRPC ADVISORY SERVICES notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — TRPC ADVISORY SERVICES shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2025 — TRPC ADVISORY SERVICES now reports custody of client assets ($1.95B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2025 — TRPC ADVISORY SERVICES crossed $1B in regulatory AUM ($899.2M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
February 2025 — TRPC ADVISORY SERVICES moved its main office from BRENTWOOD, TN to NASHVILLE, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
April 2024 — TRPC ADVISORY SERVICES notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — TRPC ADVISORY SERVICES reported RAUM up 28% ($701.9M -> $899.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — TRPC ADVISORY SERVICES grew from 6 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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