Brighton Jones LLC
Brighton Jones LLC is a fee-only, SEC-registered investment adviser headquartered in Seattle, Washington. Founded in December 1999, the firm provides comprehensive wealth management and financial planning services, including estate planning, retirement planning, investment management, and tax strategies. Brighton Jones primarily serves high-net-worth individuals, families, charities, pension plans, and pooled investment vehicles. The firm is principally owned by Charles Brighton and Jon Jones and employs a large team of advisors holding various certifications such as CFP, CPA, CFA, and others. Brighton Jones also does business as OpenPlan and Lenora Capital, and operates additional services for private investments and real estate through its subsidiaries. As of 2024, it has received industry recognition as a top RIA and maintains a regulatory record free from disclosures. Employee count is estimated at approximately 320.
Investment Strategy
Brighton Jones customizes investment portfolios for each client, grounded in Nobel Prize-winning research and both traditional and behavioral finance principles. The firm's strategy incorporates a variety of analysis techniques, including fundamental, technical, and cyclical analysis. Portfolio allocations span equities, bonds, mutual funds, ETFs, and REITs, with asset selection designed to align with each client's specific risk tolerance, goals, and circumstances. For high-net-worth clients, Brighton Jones provides Personal CFO services—integrated, ongoing wealth management with discretionary investment management and continuous oversight. The firm also offers real estate investment opportunities via affiliated entities and supports responsible diversification and long-term wealth preservation. Investment advice is client-centric, emphasizing continuous plan review, personalized reporting, and coordination with other advisors when necessary.
Latest 13F Filing Activity
Brighton Jones LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,011 equity positions with a total 13F market value of $4B. The fund increased holdings in Apple Inc., Tesla Inc., Alphabet Inc. among other positions. Brighton Jones LLC reduced exposure to Samsara Inc., Costco WHSL Corp. New, Lennox Intl Inc. among others.
Top Holdings
Equity Positions (1,011)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 20.79% | $867.0M | 3,948,787 | $99.09 | $219.57 | +$19.6M |
M MSFT | MICROSOFT CORP | 8.83% | $368.1M | 710,647 | $281.62 | $517.95 | +$5.6M |
A AAPL | APPLE INC | 3.26% | $135.9M | 533,728 | $111.86 | $254.63 | +$27.1M |
V VTI | VANGUARD INDEX FDS | 2.32% | $96.6M | 294,473 | $176.28 | $328.17 | +$12.0M |
N NVDA | NVIDIA CORPORATION | 2.12% | $88.2M | 472,894 | $70.73 | $186.58 | +$18.7M |
Industry Allocation
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