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firm profile

Brighthouse Investment Advisers, LLC

RIA Charlotte, NC CRD 107312 Last verified October 2026

Overview

Brighthouse Investment Advisers, LLC is an SEC registered investment adviser based in Charlotte, NC, registered since 1994. It reports $133B in assets under management across 5,705 accounts, with 29 employees.

Reported AUM
$133B
Discretionary
99%
Accounts
5,705
Average account
$23.2M
Employees
29
Registered since
1994
Jurisdictions
53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Management for Investment Companies
  • Other Advisory Services
  • Selection of Other Advisors
Client types
  • Individuals
  • Investment Companies
Fee structure
Other Fees and Percentage of Assets

Executive officers 3 of 6

  • Katie Elizabeth Hellmann Chief Compliance Officer, Senior Vice President CRD 4839278
  • Thomas Hilary Watterson Executive Vice President, Chief Legal Officer, Secretary CRD 7855903
  • Alan Ronald Otis Executive Vice President, Member of the Board of Managers CRD 6841874

3 more executive officers, with direct contact details

Location

Headquarters
11225 N Community House Rd
Charlotte, NC 28277
County
Mecklenburg
Metro area
Charlotte-Concord-Gastonia, NC-SC
Region
South

Registrations

  • SEC registered
  • Registered in 53 jurisdictions

Every state, with registration dates

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