Overview
Assets Under Management: $122 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 17
Average Client Assets: $2 million
Frequently Asked Questions
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300619), BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC is headquartered in RESTON, VA.
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC serves 17 high-net-worth clients according to their SEC filing dated April 29, 2025. View client details ↓
According to their SEC Form ADV, BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC manages $122 million in client assets according to their SEC filing dated April 29, 2025.
According to their SEC Form ADV, BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 813
Discretionary Accounts: 810
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 300619
Filing ID: 1984553
Last Filing Date: 2025-04-29 15:37:00
Website: https://clarkfinancialplanning.com