Bright Forge Capital, LLC

Overview

Bright Forge Capital, LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on financial planning and portfolio management for individuals, families and small businesses. Its advisory model is fee-based (percentage of AUM and fixed fees) and, based on reported assets, it runs fully discretionary portfolios for its clients. Investment posture is equity‑oriented: the firm emphasizes exchange‑traded equities and ETFs as the primary building blocks of client portfolios, with mutual funds used where appropriate. Bright Forge is not identified as an active ESG investor and does not present as a multi‑state adviser or pension consultant.

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Public Holdings

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Location & Offices