Brighter Financial Capital Management, LLC

RIASEC Registered

Total AUM

$135M

Discretionary

$135M

100% of AUM

Avg account

$173K

Accounts

780

Employees

Advisory reps

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.