B
CRD: 291047
Bright Forge Capital, LLC
Hatfield, PA
2672102998
$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2018
- Office Locations
- 1
Office Locations
-- Hatfield PA
About Bright Forge Capital, LLC
Bright Forge Capital, LLC is a Hatfield-based RIA. The firm has been operating for 8 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$603.8K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vital
Investment Themes
Alpha quantum Horizon
Investment Vehicles
Atlas frontier
Platform
Oak
Services
Momentum unison Frontier Glacier Optima beacon Momentum vital
Owner & Executives
T
TIMOTHY WILLIAM DUCKETT
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #5435481
- Ownership
- 75% or more
(546) 702-4475
quantum.legacy@bridgecapital.com
in linkedin.com/in/optima-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,660,274 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,660,274 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,660,274
Equity - Exchange:
50.5% Cash:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,733,670,615 | 50.5% |
| Cash | $1,699,340,504 | 49.5% |
| Total | $3,433,011,119 | 100.0% |