BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- RESTON, Virginia
- CRD number
- 300619
- Registered since
- November 25, 2024
- Custodians
- CHARLES SCHWAB & CO., INC., EQUITY TRUST ADVISORS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.56%
- HNWI46.88%
- Pension & Profit Sharing Plans0.41%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brighter Financial Capital Management, LLC is an independent registered investment adviser that serves individual, family and small institutional clients. The firm operates as a capital allocator, blending model-driven public fund portfolios with selective allocations to third‑party alternative managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and client education through seminars and workshops. Compensation is a mix of percentage-of-AUM and fixed fees. Investment activity skews toward publicly traded pooled vehicles—mutual funds and similar public funds—while the firm supplements core equity and fixed-income exposures with targeted alternative strategies such as real estate, managed futures and REITs. Brighter Financial Capital Management is not positioned as an ESG-focused manager and does not report multi-state adviser registration.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities43%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities1%
- Private Funds1%
Owners & executives
1 of 1MEGAN CLARK
CEOCRD 5733655
Contacts
3 of 3Ryan Scott
Licensed ParaplannerCRD 7179556
Keron Smith
Licensed Client Service AssociateCRD 7502518
DANIEL COOPER
Financial PlannerCRD 6910970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RESTON, VA
FAIRFAX
Location
RESTON, VA
Headquartered in RESTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 1984 Isaac Newton Sq W
- Time zone
- ET (UTC-5)
- Office locations
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