Brighter Financial Capital Management, LLC

RIASEC Registered
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$173K
Accounts
780
Employees
5
Advisory reps
5

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 organized as a limited liability company. The firm is registered with the SEC (registered in 2024) and describes itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory services listed on the filing include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars/workshops. The firm notes an affiliation with an insurance company and does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Megan Clark

    CEOCRD 5733655

Contacts

3 of 4
  • Daniel Cooper

    Daniel Cooper

    Financial PlannerCRD 6910970

  • Ryan Scott

    Ryan Scott

    Licensed ParaplannerCRD 7179556

  • Keron Smith

    Keron Smith

    Licensed Client Service AssociateCRD 7502518

Unlock 1 more contacts →

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