Future Bright is an investment adviser that files Form ADV with the SEC, with 4 registered advisors, reporting $120.6M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.
Last updated 2026-09-04 (latest Form ADV filing)
Scale
How this firm compares
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
Regulatory AUM$120.6MLowTop 89%
Clients per advisor100.25ModerateTop 25%
Average AUM per client$300.8KLowTop 95%
High-net-worth share of clients2.0%LowTop 60%
What the firm filed with the SEC
Form ADV facts as filed, most recently 2026-09-04. Figures are the firm's own reported numbers.
Identity
Registration
Item 1 and registration status.
Registration type
Registered
SEC registration status
APPROVED
Registered since
2026-07-09
SEC file number
801-136691
Form version
10/2021
Latest Form ADV filing
2026-09-04
Phone
(701) 306-7631
Website
http://futurebright4u.com/
Size
People and clients
Items 5.A through 5.D.
Employees
4
Registered advisors
4
Offices
3
Clients
401
Clients per advisor
100.25
High-net-worth share of clients
2.0%
Assets
Assets under management
Item 5.F and custody.
Regulatory AUM
$120,620,275
Discretionary AUM
$120,620,275
Non-discretionary AUM
$0
Total accounts
719
Average AUM per client
$300,799
Clients
Who the firm serves
Item 5.D, by reported assets.
Individuals (non-HNW)388 clients
$56.5M
Pension and profit-sharing plans5 clients
$47.4M
High net worth individuals8 clients
$16.7M
Practice
How the firm operates
Items 4 through 9.
Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Portfolio Management: Businesses or Institutional Clients
Fee types
Compensation: Percentage of Assets Under Management