Asset manager · Charlotte, NC
Brighthouse Investment Advisers, LLC
SEC-registered investment adviser · CRD 107312 · SEC 801-47459
At a glance
Brighthouse Investment Advisers, LLC is an SEC-registered investment adviser based in Charlotte, North Carolina, with $132.6 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is investment companies, and it reports 5,633 individual clients. By Form ADV it is a asset manager, ranked 110th of 3,218 asset managers and 210th of 17,210 SEC-registered advisers by assets.
Main office 980-949-4641As filed on Form ADV
- Regulatory AUM
- $133B
- Rank among asset managers
- #110 of 3,218
- Rank among all SEC RIAs
- #210 of 17,210
- Rank in North Carolina
- #5 of 288
- Individual clients
- 5,633
- High-net-worth clients
- 0
- Accounts
- 5,705
- Discretionary
- 99% of AUM
- Employees
- 29
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- Kristi N. SlavinPresident, Chief Executive Officer and Chair of the Board of Managers
- Terrence T. SantrySenior Vice President and Treasurer
- Alan R. OtisExecutive Vice President and Member of the Board of Managers
- Anna N. KoskaVice President and Member of the Board of Managers
- Katie E. HellmannChief Compliance Officer and Senior Vice President
- Thomas H. WattersonExecutive Vice President, Chief Legal Officer, Secretary and Member of the Board of Managers
Custody and brokerage
3 custodians
- State Street$1.4B50%
- Brighthouse Life InsuranceAffiliate of the firm$1.3B47%
- Brighthouse Life Insurance Company of New YorkAffiliate of the firm$74M3%
Broker-dealer
Hybrid RIA
Brighthouse Investment Advisers, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Brighthouse Securities, LLC.
- Brighthouse Securities, LLC ↗CRD 285300
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Brighthouse Securities as the broker-dealer its advisers are registered with.
Item 10 Other Financial Industry Activities and Affiliations Item 10A Certain management persons of BIA are registered representatives of an affiliated broker-dealer, Brighthouse Securities, LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 72 | $131B | 99% |
| Individuals | 5,633 | $1.4B | 1% |
Disciplinary disclosures
Brighthouse Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Brighthouse Investment Advisers, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 180 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Brighthouse Investment Advisers, LLC manage?
Brighthouse Investment Advisers, LLC reports $132.6 billion in regulatory assets under management across 5,705 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Brighthouse Investment Advisers, LLC?
Brighthouse Investment Advisers, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Brighthouse Investment Advisers, LLC’s clients?
By assets, its largest client types are investment companies ($131.2 billion, 72 clients); individuals ($1.4 billion, 5,633 clients).
Does Brighthouse Investment Advisers, LLC have any disciplinary history?
Brighthouse Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Brighthouse Investment Advisers, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →