Larry Bright
Bright Asset Management · Venice, Florida
Larry Bright is a fee-only financial advisor at Bright Asset Management in Venice, Florida. Larry focuses on estate & legacy planning, retirement planning and small business owners. Bright Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Bright Asset Management |
|---|---|
| Based in | Venice, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $62.8M across 76 accounts |
| SEC registration | Investment adviser representative in CT, FL · CRD 2387770 |
| Exams passed | Series 63 (1993) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.brightassetmanagement.com |
How Larry's firm compares
- Bright Asset Management's average account is about $826,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Larry
Is Larry Bright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Bright Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Larry charge for financial advice?
Larry's firm, Bright Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Does Larry work with clients virtually?
Yes. Bright Asset Management says on its website that it works with clients remotely.
Where is Larry Bright based?
Larry Bright is based in Venice, Florida.
What does Larry specialize in?
Larry's specialties include estate & legacy planning, retirement planning and small business owners.
Is Larry Bright registered with the SEC?
Yes. Larry Bright is registered as an investment adviser representative in CT and FL (CRD 2387770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bright Asset Management manage?
Bright Asset Management reports $62.8M across 76 accounts in assets under management.
How do I contact Larry Bright?
Through Larry's website, www.brightassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bright Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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