DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Brite Advisors USA, Inc.

Former SEC-registered adviserNew York, New YorkCRD 155775SEC 801-78041websiteIAPD
Latest filing Dec 9, 2024
First filing on the tape May 2, 2013 · 72 filings
SEC status approved since Jun 5, 2013
RAUM
$468M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$468M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
72 filings and snapshots on the tape
RAUM$468M as of Mar 28, 2024
Mar 29, 2014$6.0M then
HNW client RAUM$286M as of Mar 28, 2024
Mar 31, 2018$170M then
State-registered IARs (5.B.3)6 as of Mar 28, 2024
Mar 29, 201411 then
Employees (5.A)8 as of Mar 28, 2024
Mar 29, 201415 then
Private funds: no history
RAUM +0.0% over the last fiscal year-2.6% a year over threeIARs 9 to 0
Practice profile
derived from the filing of Dec 9, 2024; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.5MderivedHNW RAUM over HNW clients
Average account
$620,064derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+0.0%derivedbetween the last two annual amendments
Advisor growth, one year
-33%derivedItem 5.B.3 between annual amendments
Client growth, one year
+0.0%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$286M61%
  • Individuals$182M39%
Individual clients
561reported
HNW clients
194reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
755reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Anthony Martin Byrne · Cco/Shareholdercontrol
    since 12/2023 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
New York, Ny · principal000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Advisory employees · 6 to 0
    Mar 28, 2024 to Dec 9, 2024
  • Employees · 8 to 1
    Mar 28, 2024 to Dec 9, 2024
  • State-registered IARs · 6 to 0
    Mar 28, 2024 to Dec 9, 2024
  • Advisory employees · 7 to 6
    Jan 19, 2024 to Mar 28, 2024
  • Employees · 9 to 8
    Jan 19, 2024 to Mar 28, 2024
  • State-registered IARs · 7 to 6
    Jan 19, 2024 to Mar 28, 2024
  • Advisory employees · 9 to 7
    Mar 31, 2023 to Jan 19, 2024
  • Employees · 13 to 9
    Mar 31, 2023 to Jan 19, 2024
  • State-registered IARs · 9 to 7
    Mar 31, 2023 to Jan 19, 2024
  • Accounts · 990 to 755
    Feb 14, 2023 to Mar 31, 2023
  • HNW clients · 211 to 194
    Feb 14, 2023 to Mar 31, 2023
  • Individual clients · 779 to 561
    Feb 14, 2023 to Mar 31, 2023
  • HNW RAUM · $332M to $286M
    Feb 14, 2023 to Mar 31, 2023
  • Individual RAUM · $245M to $182M
    Feb 14, 2023 to Mar 31, 2023
  • Non-discretionary RAUM · $576M to $468M
    Feb 14, 2023 to Mar 31, 2023
  • RAUM · $576M to $468M
    Feb 14, 2023 to Mar 31, 2023
  • Related adviser · true to false
    Feb 14, 2023 to Mar 31, 2023
  • Other offices · 1 to 0
    Sep 15, 2022 to Feb 14, 2023
  • Advisory employees · 8 to 9
    Apr 12, 2022 to Jul 29, 2022
  • Employees · 14 to 13
    Apr 12, 2022 to Jul 29, 2022
  • State-registered IARs · 8 to 9
    Apr 12, 2022 to Jul 29, 2022
  • Accounts · 886 to 990
    Jul 16, 2021 to Mar 31, 2022
  • HNW clients · 207 to 211
    Jul 16, 2021 to Mar 31, 2022
  • Individual clients · 679 to 779
    Jul 16, 2021 to Mar 31, 2022
  • Employees · 15 to 14
    Jul 16, 2021 to Mar 31, 2022
  • HNW RAUM · $302M to $332M
    Jul 16, 2021 to Mar 31, 2022
  • Individual RAUM · $204M to $245M
    Jul 16, 2021 to Mar 31, 2022
  • Non-discretionary RAUM · $507M to $576M
    Jul 16, 2021 to Mar 31, 2022
  • RAUM · $507M to $576M
    Jul 16, 2021 to Mar 31, 2022
  • Advisory activities · 4 to 3
    Jan 8, 2021 to Mar 31, 2021
  • Employees · 14 to 15
    Jan 8, 2021 to Mar 31, 2021
  • Financial planning clients · 101-250 to 0
    Jan 8, 2021 to Mar 31, 2021
  • Accounts · 869 to 886
    Sep 9, 2020 to Jan 8, 2021
  • HNW clients · 105 to 207
    Sep 9, 2020 to Jan 8, 2021
  • Individual clients · 712 to 679
    Sep 9, 2020 to Jan 8, 2021
  • HNW RAUM · $170M to $302M
    Sep 9, 2020 to Jan 8, 2021
  • Individual RAUM · $215M to $204M
    Sep 9, 2020 to Jan 8, 2021
  • Non-discretionary RAUM · $385M to $507M
    Sep 9, 2020 to Jan 8, 2021
  • RAUM · $385M to $507M
    Sep 9, 2020 to Jan 8, 2021
  • Related adviser · false to true
    Sep 9, 2020 to Jan 8, 2021
Signals
28 dated events
  • Brite Advisors Usa, Inc. no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $468.1M)
    May 2, 2025 · Left the SEC roster · derived
  • Benjamin John Hadley left Brite Advisors Usa, Inc. for Skybound Wealth Usa (registered 2024-05-28)
    Dec 31, 2024 · Advisor changed firm · fact
  • Myles Edward Sydney Davies left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2025-08-19)
    Dec 31, 2024 · Advisor changed firm · fact
  • Jack Stanley Lamb left Brite Advisors Usa, Inc. for Skybound Wealth Usa (registered 2024-06-07)
    Jul 9, 2024 · Advisor changed firm · fact
  • Matthew Doherty left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-18)
    Jun 10, 2024 · Advisor changed firm · fact
  • Zachary Douglas Zanghi left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-19)
    Jun 7, 2024 · Advisor changed firm · fact
  • Adrian Edward Flambard left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-30)
    Jun 5, 2024 · Advisor changed firm · fact
  • Matthew Thomas Hunkele left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-18)
    Jun 5, 2024 · Advisor changed firm · fact
  • Andrew Blaise Anello left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-26)
    Jun 5, 2024 · Advisor changed firm · fact
  • Damien Patrick Hanly left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2024-04-16)
    Jun 4, 2024 · Advisor changed firm · fact
  • Brite Advisors USA, Inc.'s advisors moved to Beacon Global Advisor Network, LLC (New York, NY): 6 of 9 registered, within 6 days
    Jun 4, 2024 · Firm absorbed (people side) · derived
  • Gareth Huw Jones left Brite Advisors Usa, Inc. for Beacon Global Advisor Network, Llc (registered 2026-04-03)
    Apr 8, 2024 · Advisor changed firm · fact
  • Michael David Mckenna (Shareholder) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2023-03-31, absent 2024-01-19)
    Jan 19, 2024 · Control person left · inference
  • 2 advisors left Brite Investments USA, LLC (New York, NY) for Brite Advisors USA, Inc. on the same day
    Aug 15, 2022 · Team lift-out · derived
  • Spencer Jeffrey Sargent (Chief Compliance Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2022-04-12, absent 2022-07-29)
    Jul 29, 2022 · Control person left · inference
  • Anthony Martin Byrne (Chief Compliance Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
    Jul 29, 2022 · Control person joined · fact
  • Andrew Michael Potts (Chief Executive Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2022-03-31, absent 2022-04-12)
    Apr 12, 2022 · Control person left · inference
  • Eugene Patrick Harris (Chief Compliance Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2021-01-08, absent 2021-03-31)
    Mar 31, 2021 · Control person left · inference
  • Spencer Jeffrey Sargent (Chief Compliance Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
    Mar 31, 2021 · Control person joined · fact
  • Brite Advisors Usa, Inc. reported RAUM $506.6M, up 32% from $384.7M (2020-09-09 to 2021-01-08)
    Jan 8, 2021 · RAUM change · derived
  • Andrew Michael Potts (Chief Executive Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
    Jun 12, 2020 · Control person joined · fact
  • Dain Stephen Philp (Chief Compliance Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2019-08-27, absent 2019-12-09)
    Dec 9, 2019 · Control person left · inference
  • Eugene Patrick Harris (Chief Compliance Officer) appeared on Schedule A of Brite Advisors Usa, Inc.
    Dec 9, 2019 · Control person joined · fact
  • C Nigel Gregory (Chief Executive Officer) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2019-05-22, absent 2019-07-11)
    Jul 11, 2019 · Control person left · inference
  • Louise Hannah Hughes (Shareholder) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2019-01-09, absent 2019-02-21)
    Feb 21, 2019 · Control person left · inference
  • Michael David Mckenna (Shareholder) appeared on Schedule A of Brite Advisors Usa, Inc.
    Feb 21, 2019 · Control person joined · fact
  • James Nigel Green (Shareholder) no longer on Schedule A of Brite Advisors Usa, Inc. (listed 2018-12-05, absent 2019-01-09)
    Jan 9, 2019 · Control person left · inference
  • Devere Usa Inc. filed its initial SEC registration (Form ADV)
    May 2, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026