B
Bright Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,804,384
Clients
30
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$2,093,479
About
Bright Asset Management provides investment supervisory services and financial consulting to individuals, high net worth individuals, families, trusts, and estates. Services include portfolio management, retirement and college planning, estate planning coordination, tax management, and targeted financial consulting on discrete matters.
The firm uses a dynamic, tactical asset allocation approach that can include domestic and international equities, tax-free and taxable bonds, tactical investments, REITs, closed‑end funds, hard assets, ETFs, mutual funds, and individual securities. Investment analysis combines fundamental, technical, and economic/cyclical methods, and strategies are implemented on both discretionary and non‑discretionary bases with plans tailored in consultation with clients and their other advisors.
Noteworthy aspects relative to many peers include managing roughly $62.8 million in discretionary assets for a small client base while offering retainer arrangements to monitor outside accounts (such as 401(k)s, deferred compensation, and trust accounts) and providing complimentary, focused financial consulting. The firm also discloses being named as trustee or co‑executor in several clients’ estate documents and routinely coordinates with clients’ attorneys and accountants, which can extend the adviser’s role beyond typical investment management.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Charitable giving & philanthropy
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
Minimum fee: Usually imposes a minimum annual fee of $5,000, applies to household aggregate of client accounts Fee-only: Investment supervisory services fees based on tiered percentage of AUM; retainer fees ranging from $5,000 to $20,000 annually
Main office location
Bright Asset Management
Venice FL, United States
Number of offices
1
Most active in
Bright Asset Management has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")