Bright Portfolios

EST. AUM
$135,700,708

CONTACTS
3

CLIENT ACCOUNTS
1

Firm Details

Metro area Kansas City
CRD Number 288605
Website brightportfolios.com
Client types

Overview

Bright Portfolios, LLC is a boutique investment management firm and Registered Investment Adviser (RIA) headquartered in Lee’s Summit, Missouri. The firm specializes in faith-based investing, aiming to align client portfolios with biblical values. Registered with the SEC since 2024, Bright Portfolios serves financial advisors, institutional clients, and other RIAs by offering a values-driven approach to equity management through separately managed accounts and sub-advised strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bright Portfolios

Platform Details

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