SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Brighthouse Investment Advisers, LLC
Charlotte, NC
CRD 107312
Firm filing updated March 27, 2026 ·
- $132.6BAssets
- 5,705Clients
- 10Advisory staff
- 5,705Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals5,633
- Investment companies72
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 5,633 | $1.4 billion |
| Investment companies | 72 | $131.2 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for investment companies
- Selection of other advisors (including private fund managers)
- Other: "ASSET ALLOCATION SERVICES FOLLOWING THE RECOMMENDATIONS OF AN INDEPENDENT THIRD-PARTY CONSULTANT."
- Portfolio management for investment companies
- Selection of other advisors (including private fund managers)
- Other: "ASSET ALLOCATION SERVICES FOLLOWING THE RECOMMENDATIONS OF AN INDEPENDENT THIRD-PARTY CONSULTANT."
Assets and accounts
- Regulatory assets$132.6 billion
- Accounts5,705
- Discretionary$131.2 billion · 72 accounts
- Non-discretionary$1.4 billion · 5,633 accounts
People
- Employees29
- Advisory staff10
- Broker-dealer reps4
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 107312, SEC file 801-47459.
- Registered with the SEC as an investment advisor (status date on record: September 21, 1994).
Is Brighthouse Investment Advisers, LLC a fiduciary?
Short answer: Brighthouse Investment Advisers, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 4 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.