Brighton Jones: Platform Profile

Overview

Brighton Jones is an SEC-registered wealth manager built around its Personal CFO (PCFO) service model.

Current March 31, 2026 Form ADV Part 2A states:

• PCFO fee range: 0.35%-1.25% annually
• Minimum annual PCFO fee: $10,000
• Fees negotiable: Yes

The fee generally applies to total assets benefiting from Brighton Jones's financial-planning and/or discretionary-management services and can therefore extend beyond one brokerage account.

The PCFO relationship includes:

• financial planning and consulting;
• discretionary investment management;
• continuous monitoring and reporting.

The broader organization also offers:

• tax advisory;
• private investments through Lenora Capital;
• real-estate advisory;
• family-office services;
• retirement-plan advisory.

May fit better for

• high-net-worth clients seeking integrated planning and discretionary management;
• households that want a total-balance-sheet approach;
• clients comfortable with a minimum annual fee;
• investors seeking tax planning coordinated with investments;
• eligible investors seeking private equity, venture, private credit, infrastructure or real estate;
• families with $30 million or more considering a family-office model.

May fit less well for

• small portfolios;
• investors seeking a low-cost robo account;
• clients who want advice restricted only to one brokerage balance;
• users who assume the PCFO percentage applies solely to managed securities;
• clients who want no private-fund conflicts;
• investors who need daily liquidity from all holdings.

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Brighton Jones, LLC is the registered adviser

Current March 2026 brochure:

• Investment adviser: Brighton Jones, LLC
• CRD: 108601
• SEC number: 801-57087

Brighton Jones also conducts business through related service names and its subsidiary:

• Private investment subsidiary: Lenora Capital LLC

Keep the subsidiary role separate.

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PCFO fees generally range 0.35%-1.25%

Current Part 2A:

• PCFO annual fee range: 0.35%-1.25%
• Minimum annual fee: $10,000
• Higher minimum possible for complex clients: Yes
• Fees negotiable: Yes

The exact rate can depend on:

• adviser/team;
• asset amount;
• complexity;
• number of meetings;
• service requirements;
• related accounts;
• anticipated future assets;
• negotiation.

Similar clients can pay different fees.

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The billing base is broader than managed brokerage assets

Current brochure states the PCFO percentage generally applies to total assets benefiting from planning/consulting and/or discretionary management.

This generally means the client's:

entire investable net worth

except assets specifically designated as Excluded Assets.

This is one of the most important comparison guards.

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Cash and accrued income can be included

Current brochure:

• Cash can be in fee base: Yes
• Accrued interest can be in fee base: Yes
• Accrued dividends can be in fee base: Yes

This can create an incentive to retain fee-billed cash.

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Ordinary PCFO management is discretionary

Current brochure states PCFO services generally grant Brighton Jones full discretionary authority over managed securities accounts, subject to written restrictions.

Independent managers can separately exercise day-to-day management over allocated sleeves.

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Independent-manager fees are additional

Current brochure:

• Independent manager fee additional: Yes
• Brighton Jones continues supervisory fee: Yes

The client can therefore pay:

• Brighton Jones PCFO fee;
• independent-manager fee;
• investment-product expenses;
• private-fund expenses;
• custody/transaction fees.

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Brighton Jones does not sponsor a wrap program

Current Part 2A:

• Wrap fee program: No

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Lenora Capital drives private-investment access

Current service page describes private-investment access through:

Lenora Capital

across:

• private equity;
• venture capital;
• real estate;
• private credit;
• infrastructure;
• impact investments.

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Private funds can create layered fees and carried interest

Current regulatory disclosure describes Brighton Jones as adviser/manager to private funds and Lenora Capital in private-fund structures.

Private-fund assets can also remain inside the advisory fee base unless otherwise agreed.

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A current private-debt fund has limited redemption mechanics

The March 2026 brochure notes the Private Debt and Income Fund and related private-fund operations.

Where applicable, private-fund redemption mechanics are not equivalent to an ETF.

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Fidelity is the primary custody recommendation

Current brochure:

• Primary custodian: Fidelity
• Brighton Jones physically custodies ordinary brokerage assets: No

Brighton Jones can recommend or use other arrangements depending on account circumstances.

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Fidelity referral economics create a conflict

Brighton Jones participates in Fidelity-related advisor/referral arrangements.

The economic relationship should be disclosed without assuming Fidelity custody is unsuitable.

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Family Office has separate wealth references

Current family-office page:

• Multi Family Office: $30M-$100M
• Single Family Office: $100M+

These are service-design references.

They are not ordinary PCFO account minimums.

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Current regulatory AUM is dated

Current March 2026 brochure reports as of December 31, 2025:

• Discretionary AUM: $18.759 billion
• Non discretionary AUM: $120.005 million

Store dates.

Assessment

Brighton Jones's headline percentage is not enough to understand the relationship.

The current comparison needs three pieces together:

0.35%-1.25% PCFO fee + $10,000 minimum annual fee + potentially broad investable-net-worth billing base.

That billing base is the main differentiator.

A client with held-away assets can have a materially different fee calculation from someone assuming the percentage applies only to a Fidelity brokerage account.

Private-fund and independent-manager costs can add another layer.