A complete list of active advisors currently associated with Bright Light Capital Advisor

Warmer can help you find a great advisor at Bright Light Capital Advisor or one who fits your needs even better.

Bright Light Capital Advisor, Inc. is a small registered investment manager formed in 2011 that is categorized as primarily managing pooled or institutional assets; its ADV filing states no reported clients or assets under management to date. The firm offers ongoing investment supervisory services, preparing written Investment Policy Statements and providing discretionary portfolio management across mutual funds, equities, bonds, ETFs and other securities. The firm’s methodology explicitly combines charting, fundamental, technical and cyclical analysis and employs both long‑ and short‑term trading techniques, including the use of short sales, margin and options strategies. It seeks discretionary authority to implement clients’ Investment Policy Statements, uses a third‑party custodian for execution and reporting, and discloses receiving research or other soft‑dollar benefits from its broker/custodian. Distinctive aspects highlighted in the brochure include the absence of reported AUM and client relationships despite describing services for individuals and high‑net‑worth clients, and the documented use of higher‑risk instruments (short sales, margin, uncovered options) that may be less common among pooled‑vehicle managers. The ADV also discloses a 2017 regulatory consent order and a $5,000 administrative penalty for filing deficiencies; the firm does not participate in wrap programs or accept performance‑based fees and maintains limited custody only for direct fee deduction.

To learn more about the advisors currently working at Bright Light Capital Advisor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.