Clients
Brighthouse Investment Advisers serves 5,705 clients, 5,633 of them individuals. The average client has about $23 million with the firm.
- Investment companies72 clients99%
- Individuals5,633 clients1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5,633 | $1,401,762,128 | 1.1% | $249K |
| Investment companies | 72 | $131,227,511,543 | 98.9% | $1.82B |
| Total | 5,705 | $132,629,273,671 | 100% | $23.2M |
- Clients
- 5,633
- Regulatory AUM
- $1,401,762,128
- Share
- 1.1%
- Avg. per client
- $249K
- Clients
- 72
- Regulatory AUM
- $131,227,511,543
- Share
- 98.9%
- Avg. per client
- $1.82B
Total
- Clients
- 5,705
- Regulatory AUM
- $132,629,273,671
- Share
- 100%
- Avg. per client
- $23.2M
What it does
Brighthouse Investment Advisers provides portfolio management for investment companies, selecting other managers and other activities. It is paid through a percentage of assets and other arrangements.
Brighthouse Investment Advisers advises no private funds.
98.9% of assets ($131.23B across 72 accounts) are managed with discretion; $1.40B across 5,633 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
Brighthouse Investment Advisers’ client accounts are held mainly at State Street Bank and Trust, with 1% of managed assets, and Brighthouse Life Insurance, with 1%. Brighthouse Investment Advisers has custody of client assets.
- Brighthouse Life InsuranceBrighthouse Life Insurance Company · Charlotte, NC · $1.33B1%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $1.40B1%
- OtherBrighthouse Life Insurance Company of New York, All other custodians98%
Ownership and leadership
Brighthouse Holdings, LLC owns 75% or more of Brighthouse Investment Advisers, and Kristi Slavin is its CEO.
- Owns 75% or more of Brighthouse Investment Advisers, LLC
Brighthouse Holdings, LLC
Control person · since August 2017
- Owns 75% or more of Brighthouse Holdings, LLC
Brighthouse Financial, Inc.
Control person · since August 2017
Leadership
- Kristi SlavinPresident, Chief Executive Officer and Chair of the Board of Managers
- Katie HellmannChief Compliance Officer and Senior Vice President
- Anna KoskaVice President and Member of the Board of Managers
- Alan OtisExecutive Vice President and Member of the Board of Managers
- Terrence SantrySenior Vice President and Treasurer
- Thomas WattersonExecutive Vice President, Chief Legal Officer, Secretary and Member of the Board of Managers
Staff
- 29 employees
- 10 in advisory functions
- 4 broker-dealer reps
- 2 soliciting firms
Fees
Brighthouse Investment Advisers is paid through a percentage of assets under management and other.
Brighthouse Investment Advisers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Brighthouse Investment Advisers has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 11225 North Community House RD, CharlotteHQ
Registration details
- Legal name
- Brighthouse Investment Advisers, LLC
- Headquarters
- 11225 North Community House RD, Charlotte, NC 28277
- Phone
- 980-949-4641
- Website
- Not reported
- SEC file
- 801-47459
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Brighthouse Investment Advisers have?
Brighthouse Investment Advisers has 5,705 clients and manages $132.6 billion for them, as of March 2026. They include 5,633 individuals and 72 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Brighthouse Investment Advisers offer?
Brighthouse Investment Advisers provides portfolio management for investment companies, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Brighthouse Investment Advisers use?
Brighthouse Investment Advisers’ separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $1,401,762,128, Brighthouse Life Insurance Company (Charlotte, NC), with $1,327,968,859 and Brighthouse Life Insurance Company of New York (New York, NY), with $73,793,269. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Brighthouse Investment Advisers have?
Brighthouse Investment Advisers has 0 investment adviser representatives registered with state securities authorities, out of 29 employees, and 10 perform investment advisory functions. 4 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brighthouse Investment Advisers invest in?
At the end of its last fiscal year, Brighthouse Investment Advisers’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brighthouse Investment Advisers?
Brighthouse Investment Advisers is owned through a holding company by Brighthouse Financial, Inc. Its direct owner is Brighthouse Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Brighthouse Investment Advisers get paid?
Brighthouse Investment Advisers is paid through a percentage of assets under management and other arrangements. 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