Bright Investments, LLC

Retirement Plan Advisor

Auburn, AL

About Bright Investments, LLC

<p>Employee-owned since day one, Bright Investments, LLC has built its advisory practice around a value-investing process and discretionary portfolio management. Founded in 2015, the firm is a registered investment advisor (RIA) with its headquarters in Auburn in east-central Alabama, plus offices in Memphis and Nashville across the Mid-South.</p> <p>Bright Investments manages accounts on a discretionary basis for institutional and private clients and follows a fiduciary approach. Its investment work focuses on profitable mid- to large-cap companies, using systematic analysis combined with investment judgment.</p> <p>As of 2026, Bright Investments reports $0.1B in assets under management. The firm notes that it invests alongside clients as a way to align interests and keep decision-making grounded in long-term results.</p> <p>Key services and focus areas include:</p> <ul> <li>Discretionary investment management for individuals and institutions</li> <li>Value-oriented equity selection in mid- to large-cap companies</li> <li>3(21) fiduciary support for retirement plan sponsors and <a href="/plan-advisors">plan advisors</a></li> <li>Wealth management for individual clients</li> </ul>

Website: https://www.brightinvestments.com/home-page

Founded: 2015

Office Locations

  • Auburn, AL (Headquarters)
  • Memphis, TN
  • Nashville, TN

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $139.8M

Other Retirement Plan Advisors in AL