Brighthouse Investment Advisers, LLC
Registered investment adviser · Charlotte, NC · CRD #107312
Form ADV data as of 2026-09-01Regulatory assets
$132.63 billion
Total accounts
5,705
Employees
29
Disclosure events
0
Firm details
- Telephone: 980-949-4641
- SEC file number: 801-47459
- Most recent Form ADV filing: 2026-03-27
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $131.23 billion |
| Non-discretionary regulatory assets under management | $1.40 billion |
| Total regulatory assets under management | $132.63 billion |
| Discretionary accounts | 72 |
| Non-discretionary accounts | 5,633 |
| Total accounts | 5,705 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 29 |
| Employees performing investment advisory functions (including research) | 10 |
| Employees who are registered representatives of a broker-dealer | 4 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 2 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $1.40 billion |
| Clients for whom a related person has custody | 5,633 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends securities for which it serves as underwriter or general partner
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 5,633 | $1.40 billion |
| Investment companies | 72 | $131.23 billion |