Bright Portfolios provides portfolio management for investment companies.
Bright Portfolios reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($136M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $136M | 100.0% | $136M |
| Total | 1 | $136M | 100% | $136M |
- Clients
- 1
- Regulatory AUM
- $136M
- AUM share
- 100.0%
- Avg. per client
- $136M
Total
- Clients
- 1
- Regulatory AUM
- $136M
- AUM share
- 100%
- Avg. per client
- $136M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bright Portfolios is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Stephen Stricklin owns 75% or more of Bright Portfolios. The leadership team of Bright Portfolios includes Chief Compliance Officer Benjamin Malick. It has 4 employees, 2 of them in advisory roles.
Leadership
- Benjamin MalickChief Compliance Officer/Manager
- Stephen StricklinManager
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Benjamin J Malick
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Bright Portfolios, LLC
Stephen Stricklin
Control person · since June 2017
- Owns 75% or more of Bright Portfolios, LLC
Three Nine Investments LLC
Control person · since June 2017
- Owns 50% to 75% of Three Nine Investments LLC
Benjamin Malick
Control person · since May 2016
- Owns 50% to 75% of Bright Portfolios, LLC
Wise Wealth, LLC
Control person · since June 2017
Bright Portfolios’ regulatory assets grew 1.7× from $81.1M (March 2025) to $136M (March 2026); clients were 1 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $136M | 1 | 4 | 1 |
| March 2025 | $81.1M | 1 | 4 | 1 |
Besides its headquarters, Bright Portfolios has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 11 Se 2nd St, Lee'S SummitHQ
Contact and registration details
- Legal name
- Bright Portfolios, LLC
- Headquarters
- 11 Se 2nd St, Lee'S Summit, MO 64063
- Website
- brightportfolios.com
- Phone
- 877-274-7678
- @brightportfolios
- SEC file
- 801-131622
- Structure
- Missouri LLC
- Fiscal year end
- December
Bright Portfolios does not have custody of client assets.
How many clients does Bright Portfolios have?
Bright Portfolios has 1 client and manages $136 million for them, as of March 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Bright Portfolios offer?
Bright Portfolios provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bright Portfolios have?
Bright Portfolios has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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
Who owns Bright Portfolios?
Bright Portfolios is owned through a holding company by Benjamin Malick. Its direct owners are Wise Wealth, LLC (50% to 75%), Stephen Stricklin (75% or more) and Three Nine Investments LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Bright Portfolios get paid?
Bright Portfolios is paid through a percentage of assets under management. 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
Is Bright Portfolios registered with the SEC?
Yes, Bright Portfolios has been registered with the SEC as an investment adviser since 13 December 2024. Its CRD number is 288605 and its SEC file number is 801-131622.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Bright Portfolios?
Bright Portfolios’ main office is at 11 Se 2nd St, Lee'S Summit, MO 64063. Its phone number is 877-274-7678. Its website is brightportfolios.com.