{"url":"https://nivawealth.com/firms/brighton-jones-108601","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108601","regulatoryAum":18879719548,"crd":"108601","secFileNumber":"801-57087","legalName":"Brighton Jones LLC","displayName":"Brighton Jones","website":"https://www.brightonjones.com","linkedinUrl":"https://www.linkedin.com/company/brighton-jones/","founded":null,"organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2030 1st Avenue, 3rd Floor","city":"Seattle","state":"WA","stateName":"Washington","country":"United States","postalCode":"98121"},"tradeNames":["Lenora Family Office","Openplan"],"registration":{"secApproved":"3 January 2000","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":316,"advisory":156,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":18759714799,"discretionaryAccounts":3803,"nonDiscretionary":120004749,"nonDiscretionaryAccounts":5,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":350},"clientTypes":[{"label":"Individuals (other than HNW)","clients":561,"regulatoryAum":246160944},{"label":"High-net-worth individuals","clients":3024,"regulatoryAum":17524432541},{"label":"Investment companies","clients":1,"regulatoryAum":0},{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":63307823},{"label":"Pension and profit-sharing plans","clients":63,"regulatoryAum":1028547794},{"label":"Charitable organizations","clients":7,"regulatoryAum":17270446}],"fees":[],"feeNotes":[],"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":15952577713}],"custodyNote":"Brighton Jones has custody of $16.33B for 3,709 clients.","otherCustodians":[],"leadership":[{"name":"Jon Jones","title":"Chief Executive Officer","crd":"4366186"},{"name":"Robert Ho","title":"Chief Financial Officer","crd":"4709761"},{"name":"April Kyrkos","title":"Chief Operating Officer","crd":"7357700"},{"name":"Christina Owens","title":"General Counsel, Chief Compliance Officer","crd":"7931264"},{"name":"Charles Brighton","title":"Managing Director","crd":"2107288"},{"name":"Carley Dillon","title":"Chief Experience Officer","crd":"7529788"},{"name":"Mark Jones","title":"Chief Revenue Officer","crd":"7529779"},{"name":"Scott Leber","title":"Chief Corporate Development Officer","crd":"7089252"},{"name":"Tyler Mayfield","title":"Managing Director","crd":"6144093"},{"name":"Tang Saichua","title":"Chief Client Officer","crd":"8242870"},{"name":"Brian Tall","title":"Chief Investment Officer","crd":"5987530"},{"name":"Melinda Torres","title":"Chief Marketing Officer","crd":"8242873"}],"ownership":[{"label":"Charles Brighton","detail":"Managing director in the 25% to 50% ownership band and a control person, since October 1999."},{"label":"Jon Jones","detail":"Chief executive officer in the 25% to 50% ownership band and a control person, since October 1999."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":33,"privateResidences":3},"listedOfficeAddresses":23,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"4211 N. 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They include 3,024 high-net-worth individuals, 561 other individuals and 63 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brighton Jones offer?","answer":"Brighton Jones provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.","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 Brighton Jones use?","answer":"Brighton Jones’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $15,952,577,713. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brighton Jones have?","answer":"Brighton Jones has 153 investment adviser representatives registered with state securities authorities, out of 316 employees, and 156 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Brighton Jones invest in?","answer":"At the end of its last fiscal year, Brighton Jones’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 4% cash and equivalents, 4% private investments made through bjip i and bjip ii, 1% U.S. government and agency bonds and 1% state and local bonds. It advises 5 private funds.","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 Brighton Jones?","answer":"Brighton Jones’ direct owners are Charles Brighton and Jon Jones, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brighton Jones get paid?","answer":"Brighton Jones is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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