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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bright Financial Advisors have?","answer":"Bright Financial Advisors has 2 investment adviser representatives registered with state securities authorities, out of 12 employees, and 2 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 Financial Advisors invest in?","answer":"At the end of its last fiscal year, Bright Financial Advisors’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 2% cash and equivalents, 1% non-exchange-traded equities and 1% state and local bonds.","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 Financial Advisors?","answer":"Bright Financial Advisors’ direct owners are Andrew Price (75% or more) and Brookes Welc (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bright Financial Advisors get paid?","answer":"Bright Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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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."}