BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$173K
Accounts
780
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 43%, Cash & Cash Equivalents 7%, Non-Exchange Traded Equities 1%, Private Funds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities43%
  • Cash & Cash Equivalents7%
  • Non-Exchange Traded Equities1%
  • Private Funds1%

Owners & executives

1 of 1
  • MEGAN CLARK

    CEOCRD 5733655

Contacts

3 of 3
  • Ryan Scott

    Licensed ParaplannerCRD 7179556

  • Keron Smith

    Licensed Client Service AssociateCRD 7502518

  • DANIEL COOPER

    Financial PlannerCRD 6910970

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth