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They include 696 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Daybright Advisory Services offer?","answer":"Daybright Advisory Services provides pension consulting 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 Daybright Advisory Services use?","answer":"Daybright Advisory Services’ separately managed account assets are held at Great West Trust Company, LLC (Greenwood Village, CO), with $251M, Charles Schwab & Co., Inc. (San Francisco, CA), with $178M and National Financial Services LLC (Boston, MA), with $31.5M. 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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Daybright Advisory Services have?","answer":"Daybright Advisory Services has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 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 Daybright Advisory Services invest in?","answer":"At the end of its last fiscal year, Daybright Advisory Services’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 5% investment grade corporate bonds, 4% other, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents. The 4% other category is described as: Stable Value/Sdba.","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 Daybright Advisory Services?","answer":"Daybright Advisory Services is owned through a chain of holding companies by Vistria Fund V (FT), LP. 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