Bright Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Bright Advisors reports 178 clients. They include 121 individual clients and 57 high-net-worth individuals. Of its assets, 100.0% ($128M across 178 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 27% |
| High-net-worth individuals | 32% | 73% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 121 | $34.6M | 27.0% | $286K |
| High-net-worth individuals | 57 | $93.6M | 73.0% | $1.64M |
| Total | 178 | $128M | 100% | $720K |
- Clients
- 121
- Regulatory AUM
- $34.6M
- AUM share
- 27.0%
- Avg. per client
- $286K
- Clients
- 57
- Regulatory AUM
- $93.6M
- AUM share
- 73.0%
- Avg. per client
- $1.64M
Total
- Clients
- 178
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- $720K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Bright Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jenifer Sapel owns 50% to 75% of Bright Advisors. The leadership team of Bright Advisors includes Chief Compliance Officer Jenifer Sapel. It has 2 employees, 1 of them in advisory roles.
Leadership
- Jenifer SapelManaging Partner & Chief Compliance Officer
- Lenore ChampagnePartner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 50% to 75% of Bright Advisors, LLC
Jenifer Sapel
Control person · since May 2025
- Owns 50% to 75% of Bright Advisors, LLC
Lenore Champagne
Control person · since May 2025
Besides its headquarters, Bright Advisors has 1 office, with 2 listed addresses in Colorado and Connecticut.
Colorado · 1 listed address
- 4950 S Yosemite St F2 #394, Greenwood VillageHQ
Connecticut · 1 listed address
- 4 Main St., Farmington
Contact and registration details
- Legal name
- Bright Advisors, LLC
- Headquarters
- 4950 S Yosemite St F2 #394, Greenwood Village, CO 80111
- Website
- brightadvisors.com
- Phone
- 253-970-4935
- SEC file
- 801-135016
- Structure
- Colorado LLC
- Fiscal year end
- December
Bright Advisors does not have custody of client assets.
At year end, Bright Advisors’ separately managed accounts were largely in funds (49%) and stocks (45%).
What the accounts hold
- Stocks45%
- Exchange-traded equities43%
- Non-exchange-traded equities2%
- Funds49%
- Bonds5%
- State and local bonds2%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash1%
How many clients does Bright Advisors have?
Bright Advisors has 178 clients and manages $128 million for them, as of April 2026. They include 121 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Bright Advisors offer?
Bright Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bright Advisors have?
Bright Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bright Advisors invest in?
At the end of its last fiscal year, Bright Advisors’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities, 2% non-exchange-traded equities, 2% state and local bonds, 2% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bright Advisors?
Bright Advisors’ direct owners are Jenifer Sapel (50% to 75%) and Lenore Champagne (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Bright Advisors get paid?
Bright Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bright Advisors?
Bright Advisors’ main office is at 4950 S Yosemite St F2 #394, Greenwood Village, CO 80111. Its phone number is 253-970-4935. Its website is brightadvisors.com.