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BRIGHTWOOD CAPITAL ADVISORS, LLC

NEW YORK, NY · CRD 167330 · IAPD ↗ · 646-957-9525

$6.19BRegulatory AUM
35Advisory reps
64Employees
0Clients
n/aPlanning clients
34Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — BRIGHTWOOD CAPITAL ADVISORS, LLC grew from 27 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — BRIGHTWOOD CAPITAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — BRIGHTWOOD CAPITAL ADVISORS, LLC now reports custody of client assets ($7.67B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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