BOOKMAN BRIGHT, INC.

BOOKMAN BRIGHT, INC. of DAVIDSON, NC is an SEC-registered investment adviser (CRD 292262). Regulatory assets under management: $22.6M.

Registration

• CRD: 292262
• Type: Registered investment adviser
• Location: 209 DELBURG ST., DAVIDSON, NC, 28036
• Phone: 704-256-6016
• Latest filing: 2026-03-12
• Regulatory AUM: $22.6M
• Discretionary AUM: $22.6M
• Clients: 2
• Accounts: 87

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292262 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search