Enlight Financial LLC

Overview

Enlight Financial LLC is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm serves mainly individual and family clients and combines fee-based portfolio management and financial planning with some commissionable services and insurance brokerage. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity is concentrated in equities. The firm reports a clear preference for exchange-traded equities as the primary building block of client portfolios, supplemented by mutual funds and allocations to third-party alternative managers. Fee arrangements are mixed—percentage of AUM, fixed fees and commission structures are all used—so client relationships can include traditional advisory mandates, fixed-fee planning engagements, and commission-driven transactions where appropriate. Enlight Financial is not flagged as an active ESG investor and operates from a single-state footprint.

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Public Holdings

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Location & Offices