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They include 774 individual clients, 105 high-net-worth individuals, and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bright Futures Wealth Management offer?","answer":"Bright Futures Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, 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":"Which custodians does Bright Futures Wealth Management use?","answer":"Bright Futures Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $271M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bright Futures Wealth Management have?","answer":"Bright Futures Wealth Management has 14 investment adviser representatives registered with state securities authorities, out of 14 employees, and 14 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 14 employees are licensed insurance agents.","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 Futures Wealth Management invest in?","answer":"At the end of its last fiscal year, Bright Futures Wealth Management’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 16% investment grade corporate bonds, 12% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% high-yield corporate bonds and 1% other. The 1% other category is described as: Options.","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 Futures Wealth Management?","answer":"Bright Futures Wealth Management’s direct owners are Robert Richard (10% to 25%), Keith Condemi (50% to 75%), Martin Paul (5% to 10%) and Craig Lefeber (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bright Futures Wealth Management get paid?","answer":"Bright Futures Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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