Is Brighton Jones a Fiduciary? Fees, Ownership & SEC Record (2026 Profile)

Truthifi Bot

ยท

Published

ยท

Updated

Sign up free

Brighton Jones โ€” Truthifi fact check: fiduciary status, fees, and SEC/FINRA record

Want to hook AI up to your finances?

Get startedโ€”itโ€™s free

Is Brighton Jones a Fiduciary? Fees, Ownership & SEC Record (2026 Profile)

Truthifi Bot

ยท

Published

ยท

Updated

Brighton Jones โ€” Truthifi fact check: fiduciary status, fees, and SEC/FINRA record

Want to hook AI up to your finances?

Get startedโ€”itโ€™s free

Is Brighton Jones a Fiduciary? Fees, Ownership & SEC Record (2026 Profile)

Truthifi Bot

ยท

Published

ยท

Updated

Brighton Jones โ€” Truthifi fact check: fiduciary status, fees, and SEC/FINRA record

Want to hook AI up to your finances?

Get startedโ€”itโ€™s free

Find out where you stand.

Connect your accounts and unlock ways to save in minutes.

No commissions, no ads, no advice. This Brighton Jones profile draws only on public records, each linked so you can confirm it yourself.

---

  1. Check the SEC adviser record. Open the SEC's IAPD record for Brighton Jones (CRD #108601) and confirm its registration.

  2. Read the filings. Review the Form ADV / Form CRS and any disclosure section linked from the IAPD page.

  3. Confirm the entity. Match CRD #108601 / Brighton Jones so you're reading the right firm.

The short answer: is Brighton Jones a fiduciary?

Yes. Brighton Jones is a fiduciary: as a fee-only registered investment adviser, it owes you a duty to act in your interest for the whole advisory relationship, and it isn't a broker-dealer. Brighton Jones is an SEC-registered investment adviser (CRD #108601) and reported $18.9 billion in regulatory assets under management as of its latest Form ADV (filed July 7, 2026), across 3,661 clients. Because it's fee-only, it's paid by clients and earns no commissions on products. Its Form ADV (Item 5.E) lists how it is paid: a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. All of it sits on the public record, and confirming it for yourself takes only a few minutes.

Its Form ADV doesn't report a broker-dealer registration or a related broker-dealer, so the adviser's fiduciary standard is the one that applies to its advice.

What "fiduciary" means: a fiduciary is legally bound to place a client's interests above its own. (More on fiduciary duty)

Brighton Jones at a glance

โœ… Verified from public filings, last checked October 5, 2026. Brighton Jones (SEC CRD #108601) is a fiduciary for the whole advisory relationship, on a fee-only basis, with $18.9 billion in regulatory assets under management. Every figure below links to its primary source.

What

Brighton Jones

Source

SEC CRD

#108601

IAPD

Registration

Registered investment adviser (RIA), not a broker-dealer

IAPD

Registered since

January 3, 2000 (SEC)

IAPD

Fiduciary?

Yes, for the whole advisory relationship (fee-only RIA)

SEC adviser standard

Fee model

Fee-only

Form ADV Item 5.E

How it's paid

A percentage of assets under management, hourly charges, fixed fees, and performance-based fees

Form ADV Item 5.E

Regulatory Assets Under Management

$18.9 billion (Form ADV filed July 7, 2026)

IAPD

Client accounts

3,808 (3,803 discretionary)

IAPD

Employees

316 (156 in advisory roles)

IAPD

Ownership

Founder/principal-owned

Form ADV Schedule A

Disclosures

Form ADV answers No to firm-level disciplinary questions

IAPD

HQ

Seattle, WA

IAPD

---

Brighton Jones fees: what you'll pay

The Brighton Jones fee question has a clear answer once you see the structure. Brighton Jones is fee-only: its Form ADV (Item 5.E) reports client-paid fees, such as a percentage of assets, hourly or fixed fees, and no commissions. That structure avoids commission conflicts. Fee-only doesn't automatically mean low-cost. It means the cost is the advisory fee, stated plainly.

Fee-only means the firm is paid only by its clients, never by commissions on the products it recommends.

Who owns Brighton Jones, and what conflicts does it disclose?

Here's who controls Brighton Jones, drawn straight from its filings. Brighton Jones is principally owned by Charles Edwin Brighton and Jon David Jones, as listed in Schedule A of its Form ADV. (Form ADV Schedule A)

Its Form ADV Part 2A describes the firm's conflicts of interest, including how it and its advisers are paid.

Brighton Jones SEC record: disclosures

To check Brighton Jones's regulatory record, start with the firm's own filings. On its Form ADV, Brighton Jones answers No to the firm-level disciplinary-history questions. You can confirm that on the public record. Individual advisers can have their own records, so look them up on IAPD and BrokerCheck too. Whatever Brighton Jones disclosures exist live on the public record. Read them there, in context, rather than secondhand.

On the record, the firm has been registered with the SEC since January 3, 2000, makes notice filings in 51 jurisdictions, and reports 316 employees, 156 of them in investment advisory roles. If you're asking "is Brighton Jones legit?", start with registration: a public CRD and filings anyone can pull. That confirms it's a real, regulated adviser. Whether it's right for you is a separate question.

Reading Brighton Jones reviews against the public record

Star ratings and client comments describe what working with a firm felt like. They usually don't show what the firm reports to regulators. Before you weigh Brighton Jones reviews, check three things this profile takes from the public record. First, how the firm is paid: it reports being paid only by its clients and takes no commissions, which makes it fee-only. Second, who owns it and what conflicts it discloses. Third, whether its Form ADV reports any disciplinary history. Read reviews alongside the record, not instead of it.

How to verify Brighton Jones yourself

Here's how to confirm all of it in three steps:

  1. SEC adviser record (IAPD): https://adviserinfo.sec.gov/firm/summary/108601.

  2. Form ADV / CRS: linked from the IAPD page.

  3. Confirm the entity: match Brighton Jones (CRD #108601) so you're reading the right firm.

What Brighton Jones does and who it serves

On its Form ADV, Brighton Jones reports providing financial planning, portfolio management for individuals and small businesses, portfolio management (investment companies), portfolio management (pooled vehicles), portfolio management for businesses and institutions, pension consulting, selection of other advisers, newsletters, and educational seminars.

It reports providing financial planning to about 4,000 clients in its last fiscal year (Form ADV Item 5.H), a count the form keeps separate from the client totals below.

Its Form ADV (Item 5.D) breaks its clients down by type, about 3,661 in all:

Client type

Clients

Assets managed

Individuals

561

$246.2 million

High-net-worth individuals

3,024

$17.52 billion

Investment companies

1

None reported

Pooled investment vehicles

5

$63.3 million

Pension and profit-sharing plans

63

$1.03 billion

Charities

7

$17.3 million

It reports 3,808 client accounts, 3,803 discretionary (the firm can trade without seeking your approval first) and 5 non-discretionary (Item 5.F). Its main office is in Seattle, WA.

It reports that it or a related person has custody of certain client assets, which brings extra safeguards such as surprise examinations. The specifics are in its Form ADV.

---

The hard part isn't checking the firm. It's seeing your whole financial life.

Confirming Brighton Jones is registered takes a few minutes. An advisor is limited by what they can see. An old IRA, a spouse's portfolio and fees buried below a standard statement often sit outside that view. This is where Truthifi comes in.

How Truthifi can help

Truthifi links your accounts read-only and shows what you own, how it's allocated, how it's performing and where the risk sits, including single-stock exposure, returns next to a benchmark, a fee breakdown of the fees on each account, by type, and your Truthifi Score. You can share the accounts you choose with your advisor at Brighton Jones.

Prefer your own AI? A paid Truthifi plan lets you connect an AI assistant that supports MCP sign-in, such as Claude. Truthifi Connect is the lighter membership for people who only want to use their own assistant. Questions about your fees need Monitoring or Monitoring Plus+.

Ask AI about your Brighton Jones accounts

Once your accounts are connected read-only, you can ask in plain English:

  • "What do I own across my Brighton Jones accounts and everything else, and how is it allocated?"

  • "What am I really paying in fees across all of these accounts?"

Try it with Truthifi: start for free at app.truthifi.com and run a Monitoring Checkup (limits apply).

No commissions, no ads, no advice: Truthifi is not an investment adviser and doesn't give investment, tax or legal advice. Its access to your bank and brokerage accounts is read-only. Start free (limits apply). Monitoring Checkup is free. Link up to 10 connections. Plans and limits are on the pricing page โ†’ truthifi.com.

---

FAQ

Is Brighton Jones a fiduciary? Yes. It's a registered investment adviser (CRD #108601), so it owes a fiduciary duty when it advises you. Its Form ADV doesn't report a broker-dealer registration or a related broker-dealer.

Is Brighton Jones fee-only? Its Form ADV (Item 5.E) doesn't report commissions as compensation. It's paid by clients through fees such as a percentage of assets, hourly or fixed fees. The fee schedule is in its Form ADV Part 2A.

Who owns Brighton Jones? Brighton Jones is principally owned by Charles Edwin Brighton and Jon David Jones, as listed in Schedule A of its Form ADV.

Does Brighton Jones have complaints or disclosures? Its Form ADV answers No to the firm-level disciplinary-history questions. Individual advisers can have their own records on IAPD and BrokerCheck.

Is Brighton Jones legit? Brighton Jones is registered with the SEC (CRD #108601) and its filings are public on the SEC's IAPD site, which confirms it is a real, regulated firm. Registration doesn't tell you whether it's the right fit or what you'll pay, so read the fee and conflict sections of its Form ADV.

Can AI help me check whether I'm getting good value? Yes. Start free (limits apply): Monitoring Checkup is free and lets you link up to 10 connections. You can also connect an AI assistant you already use (such as Claude). On Monitoring or Monitoring Plus+ you can ask it, in plain English, about the fees on each of your accounts. Truthifi is not an investment adviser and doesn't give investment, tax or legal advice.

---

About this profile

Truthifi built this profile from the firm's own SEC filings (Form ADV and, where filed, Form CRS). Every page is reviewed by the Truthifi Team before publishing. The Truthifi advisor fact packs are an ongoing series checking U.S. investment advisers against their public filings, one firm at a time.

Read next from the Truthifi blog

---

A note on sources. The facts on this page come from publicly available documents, Brighton Jones' SEC filings, each linked inline so you can verify it yourself (SEC data current as of October 5, 2026). This is general information, not financial or legal advice, and Truthifi is not affiliated with Brighton Jones. Regulatory records change, so always confirm against the official sources linked above. Spot something that should be corrected? Email us at support@truthifi.com.

Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform โ€” not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the articleโ€™s publication date. Sources are linked throughout.