Bright Lantern Financial LLC

Overview

Bright Lantern Financial LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual practitioner. The firm focuses on serving individuals and families through financial planning and discretionary portfolio management geared toward smaller private businesses and household clients. Its fee model combines an asset-based fee and hourly charges, which aligns with ongoing portfolio oversight plus project-based planning work. The firm reports no active ESG investing program and is not positioned as a multi-state or pension consultant adviser. Its stated advisory activities center on managed portfolios and comprehensive planning rather than institutional or large-capital allocation mandates, suggesting a hands-on, client-centric approach to wealth management rather than scale-driven product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices