RIA Intel›Advisers›North Carolina›BOOKMAN BRIGHT, INC.

BOOKMAN BRIGHT, INC.

Advisory

DAVIDSON, NC

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account
$260K
across 87 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
87
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

PARABLA, LLC
OAK RIDGE, NC
$23M
RELIANCE FINANCIAL GROUP, INC.
$23M
OLDE TOWNE FINANCIAL MANAGEMENT CO.
GREENSBORO, NC
$23M
WAKEFIELD FINANCIAL PLANNING, LLC
$22M
HIGHWIND WEALTH MANAGEMENT, LLC
$23M
WOODGREEN ADVISORY, LLC
$22M

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