{"url":"https://nivawealth.com/firms/bright-advisors-338693","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338693","regulatoryAum":128231307,"crd":"338693","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4157379","suffix":null,"lastName":"LANDINO","firstName":"DAWN","middleName":"MARIE"},{"crd":"6426874","suffix":null,"lastName":"LOWBRIDGE","firstName":"ARWEN","middleName":null},{"crd":"4817849","suffix":null,"lastName":"SAPEL","firstName":"JENIFER","middleName":"A"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135016","legalName":"Bright Advisors, LLC","displayName":"Bright Advisors","slug":"bright-advisors-338693","website":"https://brightadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/338693/3d6602a1137f68f3-r1.webp","tone":"light","width":385,"height":200,"sourceUrl":"https://www.brightadvisors.com/","sourceLabel":"Bright Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4950 S Yosemite St F2 #394","city":"Greenwood Village","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80111"},"tradeNames":[],"registration":{"secApproved":"5 January 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":720400.6011235955,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":128231307,"discretionary":128231307,"discretionaryAccounts":178,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":121,"regulatoryAum":34625918},{"label":"High-net-worth individuals","clients":57,"regulatoryAum":93605389}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:10:00.201635+00:00","documents":[{"name":"BRIGHT ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040156","versionId":1040156,"submittedOn":"2026-04-02"}]},"custodians":[],"custodyNote":"Bright Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jenifer Sapel","title":"Managing Partner & Chief Compliance Officer","crd":"4817849"},{"name":"Lenore Champagne","title":"Partner","crd":"5550072"}],"ownership":[{"label":"Jenifer Sapel","detail":"Managing partner & chief compliance officer in the 50% to 75% ownership band and a control person, since May 2025."},{"label":"Lenore Champagne","detail":"Partner in the 50% to 75% ownership band and a control person, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"4950 S Yosemite St F2 #394","city":"Greenwood Village","headquarters":true}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"4 Main St.","city":"Farmington"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"253-970-4935","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":43},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":49},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"2 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338693/PDF/338693.pdf","brochureDate":"2 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040156","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bright Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bright Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bright Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bright Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bright Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bright Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bright Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}