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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BRITE ADVISORS USA, INC.

CRD 155775

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68075efc-45d2-90bc-03e0-6f138fe7c4ec

Data as of Dec 9, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 28
On other graphs: 0
Observed: May 2, 2013 to Dec 9, 2024
72 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $468MItem 5.F on the latest filing (2024-12-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $468MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 755
Individual clients: 561
High net worth clients: 194
SEC number: 801-78041
CRD: 155775
Filings on the tape: 72
First filed: May 2, 2013
Latest filed: Dec 9, 2024
Organised: Corporation, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BYRNE, MARTIN, ANTHONY	CCO/SHAREHOLDER	E	yes	12/2023	Jul 11, 2019	Dec 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 28, 2024	$468M	$0	8	6	0	n/a	n/a
2022	Mar 31, 2023	$468M	$0	13	9	0	n/a	n/a
2021	Mar 31, 2022	$576M	$0	14	8	1	n/a	n/a
2020	Mar 31, 2021	$507M	$0	15	8	1	n/a	n/a
2019	Mar 30, 2020	$420M	$420M	13	7	1	n/a	n/a
2018	Mar 29, 2019	$418M	$0	15	7	2	n/a	n/a
2017	Mar 31, 2018	$498M	$0	14	7	0	n/a	n/a
2016	Mar 31, 2017	$528M	$0	50	27	n/a	n/a	n/a
2015	Mar 30, 2016	$314M	$0	45	20	n/a	n/a	n/a
2014	Jul 8, 2015	$600M	$0	45	20	n/a	n/a	n/a
2013	Mar 29, 2014	$6.0M	$0	15	11	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$468M	$468M	0.0%	$507M	-2.6%	1	13	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEACON GLOBAL ADVISOR NETWORK, LLC	6	Jun 4, 2024	Apr 30, 2024	NEW YORK, NY	Firm absorbed	RIA to RIA	66.7%
BEACON GLOBAL ADVISOR NETWORK, LLC	2	May 1, 2017	Jul 11, 2017	MIAMI, FL	Team lift out	Other	14.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BRITE INVESTMENTS USA, LLC	2	Aug 15, 2022	Aug 4, 2020	NEW YORK, NY	Team lift out	RIA to RIA	50.0%

Relationships

Controls (1)

← BYRNE, MARTIN, ANTHONYOwnerCCO/SHAREHOLDER, ownership code E, individual
Jul 11, 2019 to presentfactForm ADV

Registered with (26)

← BENJAMIN JOHN HADLEYAdvisorregistration: previous registration
Jan 7, 2016 to Dec 31, 2024factForm ADV
← Myles Edward Sydney DaviesAdvisorregistration: previous registration
Jul 31, 2023 to Dec 31, 2024factForm ADV
← Jack Stanley LambAdvisorregistration: previous registration
Jan 19, 2018 to Jul 9, 2024factForm ADV
← MATTHEW DOHERTYAdvisorregistration: previous registration
Jul 21, 2014 to Jun 10, 2024factForm ADV
← Zachary Douglas ZanghiAdvisorregistration: previous registration
Aug 4, 2020 to Jun 7, 2024factForm ADV
← ANDREW BLAISE ANELLOAdvisorregistration: previous registration
Jan 7, 2013 to Jun 5, 2024factForm ADV
← ADRIAN EDWARD FLAMBARDAdvisorregistration: previous registration
Jul 17, 2023 to Jun 5, 2024factForm ADV
← Matthew Thomas HunkeleAdvisorregistration: previous registration
Aug 4, 2020 to Jun 5, 2024factForm ADV
← DAMIEN PATRICK HANLYAdvisorregistration: previous registration
May 13, 2015 to Jun 4, 2024factForm ADV
← Gareth Huw JonesAdvisorregistration: previous registration
Feb 3, 2016 to Apr 8, 2024factForm ADV
← THOMAS MICHAEL QUINNAdvisorregistration: previous registration
May 22, 2015 to Jan 22, 2019factForm ADV
← RICHARD CHRISTOPHER TAYLORAdvisorregistration: previous registration
Apr 8, 2015 to Jan 17, 2018factForm ADV
← BRADLEY PHILIP SPENCER HAMILTONAdvisorregistration: previous registration
Jul 21, 2014 to Jun 22, 2017factForm ADV
← Fabrice MercierAdvisorregistration: previous registration
May 6, 2016 to May 19, 2017factForm ADV
← CHRISTOPHER THORNTONAdvisorregistration: previous registration
Nov 25, 2015 to May 1, 2017factForm ADV
← Lewis Jay RinghamAdvisorregistration: previous registration
Jul 18, 2016 to May 1, 2017factForm ADV
← MICHAEL ANDRE JORDANAdvisorregistration: previous registration
Aug 24, 2016 to May 1, 2017factForm ADV
← Zachary Morris EvansAdvisorregistration: previous registration
Mar 7, 2016 to Apr 26, 2017factForm ADV
← Samim Oliveira SyedAdvisorregistration: previous registration
Nov 16, 2016 to Apr 21, 2017factForm ADV
← NATHAN CHARLES TARRAdvisorregistration: previous registration
Jul 29, 2015 to Mar 29, 2017factForm ADV
← ANDONI YTURRALDEAdvisorregistration: previous registration
Oct 13, 2016 to Feb 26, 2017factForm ADV
← ERIC DIANDREAAdvisorregistration: previous registration
Dec 15, 2015 to Jan 6, 2017factForm ADV
← KUMAR HEMANT PATELAdvisorregistration: previous registration
Jun 16, 2015 to Jan 3, 2017factForm ADV
← MARK ANTHONY JAMESAdvisorregistration: previous registration
Aug 19, 2013 to Feb 23, 2015factForm ADV
← Shaabani A MunroAdvisorregistration: previous registration
Oct 18, 2012 to Jul 24, 2013factForm ADV
← JEFFREY G DARIENAdvisorregistration: previous registration
Oct 15, 2012 to Jan 8, 2013factForm ADV

Moved with (2)

→ BEACON GLOBAL ADVISOR NETWORK, LLCRegistered adviser6 advisors, firm absorbed
Jun 4, 2024 to Apr 30, 2024factForm ADV
← BRITE INVESTMENTS USA, LLCRegistered adviser2 advisors, team lift out, same day
Aug 15, 2022 to Aug 4, 2020factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Brite Advisors Usa, Inc. no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $468.1M)
Form ADVobserved 6 days ago
$468M
Occurred
Dec 31, 2024
Advisor changed firm
Benjamin John Hadley left Brite Advisors Usa, Inc. for Skybound Wealth Usa (registered 2024-05-28)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Myles Edward Sydney Davies left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2025-08-19)
Form ADVobserved 6 days ago
Occurred
Jul 9, 2024
Advisor changed firm
Jack Stanley Lamb left Brite Advisors Usa, Inc. for Skybound Wealth Usa (registered 2024-06-07)
Form ADVobserved 6 days ago
Occurred
Jun 10, 2024
Advisor changed firm
Matthew Doherty left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-18)
Form ADVobserved 6 days ago
Occurred
Jun 7, 2024
Advisor changed firm
Zachary Douglas Zanghi left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-19)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2024
Advisor changed firm
Adrian Edward Flambard left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-30)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2024
Advisor changed firm
Matthew Thomas Hunkele left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-18)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2024
Advisor changed firm
Andrew Blaise Anello left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-26)
Form ADVobserved 6 days ago
Occurred
Jun 4, 2024
Firm absorbed
Brite Advisors USA, Inc.'s advisors moved to Beacon Global Advisor Network, LLC (New York, NY): 6 of 9 registered, within 6 days
Form ADVobserved 6 days ago
6 advisors
Occurred
Jun 4, 2024
Advisor changed firm
Damien Patrick Hanly left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-16)
Form ADVobserved 6 days ago
Occurred
Apr 8, 2024
Advisor changed firm
Gareth Huw Jones left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2026-04-03)
Form ADVobserved 6 days ago
Occurred
Jan 19, 2024
Control person left
Michael David Mckenna (Shareholder) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2023-03-31, absent 2024-01-19)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2022
Team lift-out
2 advisors left Brite Investments USA, LLC (New York, NY) for Brite Advisors USA, Inc. on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jul 29, 2022
Control person left
Spencer Jeffrey Sargent (Chief Compliance Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2022-04-12, absent 2022-07-29)
Form ADVobserved 6 days ago
Occurred
Jul 29, 2022
Control person joined
Anthony Martin Byrne (Chief Compliance Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
Form ADVobserved 6 days ago
Occurred
Apr 12, 2022
Control person left
Andrew Michael Potts (Chief Executive Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2022-03-31, absent 2022-04-12)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
Eugene Patrick Harris (Chief Compliance Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2021-01-08, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Spencer Jeffrey Sargent (Chief Compliance Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
Form ADVobserved 6 days ago
Occurred
Jan 8, 2021
Regulatory AUM changed
Brite Advisors Usa, Inc. reported RAUM $506.6M, up 32% from $384.7M (2020-09-09 to 2021-01-08)
Form ADVobserved 6 days ago
$122M
Occurred
Jun 12, 2020
Control person joined
Andrew Michael Potts (Chief Executive Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
Form ADVobserved 6 days ago
Occurred
Dec 9, 2019
Control person left
Dain Stephen Philp (Chief Compliance Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2019-08-27, absent 2019-12-09)
Form ADVobserved 6 days ago
Occurred
Dec 9, 2019
Control person joined
Eugene Patrick Harris (Chief Compliance Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
Form ADVobserved 6 days ago
Occurred
Jul 11, 2019
Control person left
C Nigel Gregory (Chief Executive Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2019-05-22, absent 2019-07-11)
Form ADVobserved 6 days ago
Occurred
Feb 21, 2019
Control person left
Louise Hannah Hughes (Shareholder) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2019-01-09, absent 2019-02-21)
Form ADVobserved 6 days ago
Occurred
Feb 21, 2019
Control person joined
Michael David Mckenna (Shareholder) appeared on Schedule A of Brite Advisors Usa, Inc.
Form ADVobserved 6 days ago
Occurred
Jan 9, 2019
Control person left
James Nigel Green (Shareholder) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2018-12-05, absent 2019-01-09)
Form ADVobserved 6 days ago
Occurred
May 2, 2013
First Form ADV filing
Devere Usa Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68075efc-45d2-90bc-03e0-6f138fe7c4ec
First observed: May 2, 2013
Last observed: Dec 9, 2024 21 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRITE ADVISORS USA, INC.

CRD 155775

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68075efc-45d2-90bc-03e0-6f138fe7c4ec

Data as of Dec 9, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BYRNE, MARTIN, ANTHONY

CCO/SHAREHOLDER

yes

12/2023

Jul 11, 2019

Dec 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$468M

n/a

2022

Mar 31, 2023

$468M

n/a

2021

Mar 31, 2022

$576M

n/a

2020

Mar 31, 2021

$507M

n/a

2019

Mar 30, 2020

$420M

n/a

2018

Mar 29, 2019

$418M

n/a

2017

Mar 31, 2018

$498M

n/a

2016

Mar 31, 2017

$528M

n/a

2015

Mar 30, 2016

$314M

n/a

2014

Jul 8, 2015

$600M

n/a

2013

Mar 29, 2014

$6.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$468M

0.0%

$507M

-2.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON GLOBAL ADVISOR NETWORK, LLC

Jun 4, 2024

Apr 30, 2024

NEW YORK, NY

Firm absorbed

RIA to RIA

66.7%

BEACON GLOBAL ADVISOR NETWORK, LLC

May 1, 2017

Jul 11, 2017

MIAMI, FL

Team lift out

Other

14.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BRITE INVESTMENTS USA, LLC

Aug 15, 2022

Aug 4, 2020

NEW YORK, NY

Team lift out

RIA to RIA

50.0%