DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 108601
SEATTLE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHARLES EDWIN BRIGHTON | n/a | SEATTLE, WA | 26 | 35 | 1 | no |
| BRETT HOWARD CAROLAN | Certified Financial Planner | SEATTLE, WA | 23 | 30 | 2 | no |
| JEROME FRANCIS MCCARTHY | Certified Financial Planner | SEATTLE, WA | 21 | 23 | 1 | no |
| MATTHEW ALLAN CAMRUD | Certified Financial Planner | SEATTLE, WA | 17 | 17 | 1 | no |
| MELANIE MARIE ARENA | Certified Financial Planner | SEATTLE, WA | 15 | 15 | 1 | no |
| DAVID HOLMES LAMP | Certified Financial Planner | SEATTLE, WA | 14 | 22 | 4 | no |
| BRIAN C TALL | n/a | SEATTLE, WA | 14 | 19 | 1 | no |
| GREER TYLER SMITH | Certified Financial Planner | SEATTLE, WA | 14 | 28 | 2 | no |
| JASON CLARK SHULL | Certified Financial Planner | SEATTLE, WA | 13 | 29 | 2 | no |
| MATTHEW TYLER PATTERSON | Certified Financial Planner | SEATTLE, WA | 11 | 11 | 1 | no |
| JACQUELINE MARIE PRIDEAUX | Certified Financial Planner | SEATTLE, WA | 11 | 14 | 1 | no |
| STEVEN MCCLAIN HANKS | Certified Financial Planner | Dallas, TX | SEATTLE, WA | 11 | 13 | 1 | no |
| JON DAVID JONES | n/a | SEATTLE, WA | 11 | 26 | 1 | no |
| MICHAEL LEE WELK | n/a | SEATTLE, WA | 11 | 29 | 4 | no |
| KORY BRYAN LEADON | Certified Financial Planner | Scottsdale, AZ | SEATTLE, WA | 11 | 26 | 1 | no |
| TIMOTHY MCINTYRE AMEN | Certified Financial Planner | SEATTLE, WA | Scottsdale, AZ | 11 | 19 | 3 | no |
| MATTHEW HOWELL | n/a | SEATTLE, WA | 10 | 15 | 2 | no |
| MICHAEL JAMES BATTAGLIA | Certified Financial Planner | McLean, VA | SEATTLE, WA | 9 | 26 | 2 | no |
| JAMES HAYES MACDONELL | Certified Financial Planner | SEATTLE, WA | McLean, VA | 9 | 12 | 1 | no |
| Jesica Jiten Ray | Certified Financial Planner | McLean, VA | SEATTLE, WA | 9 | 10 | 1 | no |
| MATTHEW LEWIS MORMINO | Certified Financial Planner | Bend, OR | SEATTLE, WA | 9 | 15 | 1 | no |
| KAREN MARIE HARRIS | Certified Financial Planner | SEATTLE, WA | Portland, OR | 8 | 18 | 1 | no |
| TYLER DARWIN HARVEY | Certified Financial Planner | SEATTLE, WA | 8 | 10 | n/a | no |
| Emily Lynne Wood | Certified Financial Planner | SEATTLE, WA | 8 | 10 | n/a | no |
| Christian Diego Linares | Certified Financial Planner | SEATTLE, WA | 7 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LENORA CAPITAL MULTISTRATEGY FUND I (QP) LLC | Private Equity Fund | $39.2M | Jul 7, 2026 | 0 | Mar 29, 2024 | reported | 021-502591 |
| BRIGHTON JONES INVESTMENT PARTNERS II, LLC | Private Equity Fund | $11.4M | Jul 7, 2026 | 78 | May 21, 2020 | reported | 021-365183 |
| LENORA CAPITAL MULTISTRATEGY FUND I LLC | Private Equity Fund | $7.5M | Jul 7, 2026 | 0 | Mar 29, 2024 | reported | 021-502593 |
| BRIGHTON JONES INVESTMENT PARTNERS, LLC | Private Equity Fund | $3.2M | Jul 7, 2026 | 117 | Mar 29, 2019 | reported | 021-334240 |
| LENORA CAPITAL MULTISTRATEGY FUND II | n/a | $1.9M | Jul 7, 2026 | 86 | Jul 7, 2026 | reported | n/a |
| BRIGHTON JONES GROWTH CAPITAL IB, LLC | Private Equity Fund | $0 | Dec 12, 2023 | 29 | Mar 30, 2012 | dropped | n/a |
| BRIGHTON JONES GROWTH CAPITAL IA, LLC | Private Equity Fund | $0 | Dec 12, 2023 | 27 | Mar 30, 2012 | dropped | n/a |
| BRIGHTON JONES VENTURE CAPITAL IB, LLC | Venture Capital Fund | $0 | Dec 12, 2023 | 37 | Mar 30, 2012 | dropped | n/a |
| BRIGHTON JONES REAL ESTATE IB, LLC | Real Estate Fund | $0 | Dec 12, 2023 | 35 | Mar 30, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRIGHTON, CHARLES, EDWIN | MANAGING DIRECTOR | C | yes | 10/1999 | Jul 7, 2026 | Jul 7, 2026 |
| DILLON, CARLEY, M | CHIEF EXPERIENCE OFFICER COMPLIANCE OFFICER | Na | yes | 09/2020 | Jul 7, 2026 | Jul 7, 2026 |
| Kyrkos, April | CHIEF OPERATING OFFICER | Na | yes | 02/2021 | Jul 7, 2026 | Jul 7, 2026 |
| TALL, BRIAN, C | CHIEF INVESTMENT OFFICER | Na | yes | 07/2013 | Jul 7, 2026 | Jul 7, 2026 |
| JONES, JON, DAVID | CHIEF EXECUTIVE OFFICER | C | yes | 10/1999 | Mar 30, 2012 | Dec 6, 2024 |
| JONES, MARK, R | CHIEF REVENUE OFFICER | Na | no | 09/2021 | Jul 7, 2026 | Jul 7, 2026 |
| LEBER, SCOTT | CHIEF CORPORATE DEVELOPMENT OFFICER | Na | no | 01/2019 | Jul 7, 2026 | Jul 7, 2026 |
| MAYFIELD, TYLER | MANAGING DIRECTOR | Na | no | 11/2012 | Jul 7, 2026 | Jul 7, 2026 |
| SAICHUA, TANG | CHIEF CLIENT OFFICER | Na | no | 01/2025 | Jul 7, 2026 | Jul 7, 2026 |
| TORRES, MELINDA | CHIEF MARKETING OFFICER | Na | no | 01/2026 | Jul 7, 2026 | Jul 7, 2026 |
| Dougherty, John | CHIEF MARKETING OFFICER | Na | no | 12/2019 | Mar 30, 2021 | Dec 6, 2024 |
| OWENS, CHRISTINA | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | Na | no | 05/2024 | May 31, 2024 | Dec 6, 2024 |
| PRESTON, THOMAS, PATRICK | VICE PRESIDENT OF CLIENT SERVICES | Na | no | 04/2012 | Nov 6, 2012 | Dec 6, 2024 |
| RAMZA, TIM, WILLIAM | CHIEF TECHNOLOGY OFFICER | Na | no | 06/2023 | Mar 29, 2024 | Dec 6, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BRIGHTON JONES REAL ESTATE ADVISORS | n/a | n/a | n/a | Y | yes | n/a |
| LENORA CAPITAL LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Mclean | Va | United States | 19 | no |
| Scottsdale | Az | United States | 15 | no |
| Portland | Or | United States | 13 | no |
| SAN FRANCISCO | CA | United States | 11 | no |
| MENLO PARK | CA | United States | 3 | no |
| Denver | Co | United States | 3 | no |
| Austin | TX | United States | 3 | no |
| Dallas | TX | United States | 3 | no |
| NEWPORT BEACH | CA | United States | 2 | no |
| Tampa | FL | United States | 2 | no |
| Boston | Ma | United States | 2 | no |
| Minneapolis | Mn | United States | 2 | no |
| LOS ANGELES | CA | United States | 1 | no |
| SAN DIEGO | CA | United States | 1 | no |
| Chicago | IL | United States | 1 | no |
| Wayne | Pa | United States | 1 | no |
| Houston | TX | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 21, 2026 | $19B | $19B | 316 | 156 | 24 | 5 | n/a |
| 2024 | Apr 11, 2025 | $15B | $15B | 279 | 171 | 20 | 5 | n/a |
| 2023 | Mar 29, 2024 | $12B | $12B | 241 | 149 | 18 | 4 | $49.1M |
| 2022 | Mar 31, 2023 | $9.5B | $9.4B | 224 | 134 | 18 | 6 | $48.8M |
| 2021 | Mar 29, 2022 | $10B | $9.9B | 205 | 129 | 15 | 6 | $31.6M |
| 2020 | Mar 30, 2021 | $8.4B | $8.4B | 150 | 107 | 12 | 6 | $28.8M |
| 2019 | Mar 28, 2020 | $6.8B | $6.7B | 170 | 68 | 6 | 5 | $16.9M |
| 2018 | Mar 29, 2019 | $5.3B | $5.2B | 170 | 68 | 5 | 5 | $17.3M |
| 2017 | Mar 29, 2018 | $5.0B | $4.9B | 121 | 57 | 5 | 4 | $15.8M |
| 2016 | Mar 30, 2017 | $3.9B | $3.9B | 93 | 35 | n/a | 4 | $18.6M |
| 2015 | Mar 28, 2016 | $3.3B | $3.2B | 89 | 36 | n/a | 4 | $21.9M |
| 2014 | Mar 20, 2015 | $2.9B | $2.8B | 67 | 32 | n/a | 4 | $27.8M |
| 2013 | Mar 31, 2014 | $2.5B | $2.4B | 65 | 27 | n/a | 4 | $22.8M |
| 2012 | Mar 26, 2013 | $1.8B | $1.8B | 50 | 20 | n/a | 4 | $29.7M |
| 2011 | Mar 30, 2012 | $1.6B | $1.5B | n/a | n/a | n/a | 4 | $29.2M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 13 | 9 | 4 | 5.6% | 1 | 2 | 0 | 28 | 33 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $19B | $15B | 26.0% | $9.5B | 25.9% | 316 | 279 | 33 | 20 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| DELEON WEALTH LLC | 2 | Mar 25, 2025 | Mar 24, 2025 | SEATTLE, WA | Team lift out | RIA to state RIA | 1.7% |
| Corient | 2 | Aug 13, 2024 | Sep 10, 2024 | SEATTLE, WA | Team lift out | RIA to RIA | 1.7% |