Bright Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BrightAdvisors provides investment management, financial planning, and consulting to a mix of individual clients (including high‑net‑worth households), corporations, and institutional clients such as family offices and foundations. Services offered include discretionary portfolio management, bespoke wealth advisory, and outsourced chief investment officer (OCIO) engagements, generally billed as a percentage of assets under management.
The firm follows a client‑centered process documented in Investment Policy Statements and implements strategies across separately managed accounts, unified managed accounts, model portfolios, direct indexing, and tax‑smart solutions (including tax‑loss harvesting). BrightAdvisors routinely engages third‑party sub‑advisers for specialized capabilities while retaining overall fiduciary oversight, and it provides reporting that extends beyond performance to cover tax and impact considerations.
Noteworthy features include common ownership with BrightVentures, a venture capital fund the firm may solicit clients to invest in, and an affiliated network and executive‑coaching business (BrightConstellation and The Practice at Bright), relationships the brochure identifies as potential conflicts that will be disclosed. The firm also notes affiliated insurance placement arrangements and the provision of OCIO and highly customized wealth services for entrepreneurs and closely held business owners, even as it is a relatively new adviser that surpassed $100 million in AUM after forming in 2024.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees may be agreed upon for bespoke wealth advisory services or OCIO services as an alternative or in addition to asset-based fees; also may be proposed for separate financial planning engagements in complex cases.
Up to 2% of assets under management (may be tiered, flat percentage, or flat dollar amount as per agreement)
Commission compensation may be received by licensed insurance agents for insurance products purchased through Back Nine Insurance and Financial Services, Inc.
Account minimum: $500,000
Main office
4950 S Yosemite St F2 #394
Greenwood Village CO 80111, United States
Offices (3)
Most active in
Colorado · Connecticut · Massachusetts
Also doing business as
Bright Advisors · Bright Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dawn L
ChFC®, Series 63, Series 65
Plainville, CT
Bright Advisors
Dawn Landino is a financial advisor at Bright Advisors with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities Inc. Dawn is also the owner and manager of Compass Financial Architects, where she provides life, health, and disability insurance to clients. Bright Advisors, founded in 2024, offers investment management, financial planning, and consulting services to ultra-high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a multi-dimensional, client-centered process with portfolios implemented through various managed account structures and emphasizes the selection and oversight of third-party advisers as part of its investment approach.
Jenifer S
ChFC®, Series 66
Greenwood Village, CO
Bright Advisors
Jenifer Sapel is a financial advisor at Bright Advisors with 22 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at WCG Wealth Advisors, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and MetLife. In addition to her advisory work, she facilitates workshops and educational presentations through The Practice at Bright. Bright Advisors provides investment management, financial planning, and consulting services to individual, corporate, and institutional clients. The firm employs a client-centered approach with customized strategies, including discretionary portfolio management and outsourced chief investment officer engagements.
Arwen L
Series 66
Pelham, MA
Bright Advisors
Arwen Lowbridge is a financial advisor with Bright Advisors, holding a Series 66 designation and 11 years of industry experience. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities. She is also the sole owner of Evenstar Financial LLC, a firm providing financial planning, investment advisory, and insurance planning services. Bright Advisors, established in 2024, offers investment management, financial planning, and consulting services to high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a client-centered approach with customized investment strategies, engaging third-party managers for specialized solutions while maintaining fiduciary oversight.
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