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Brighter Financial Capital Management, LLC

Brighter Financial Capital Management, LLC. CRD 300619

B

CRD: 300619

Brighter Financial Capital Management, LLC

Reston, VA, 20190
7037960957
clarkfinancialplanning.com
$135.1M Total AUM
$135.1M Disc. AUM
-- 3Y CAGR
4 Employees
338 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · Equity Trust
Clients
Retail and Institutional
Platforms
UnisonPeak +more
Established Date
04-01-2020
Office Locations
1

Office Locations

1984 Isaac Newton Sq. W Suite 203 Reston VA

About Brighter Financial Capital Management, LLC

Brighter Financial Capital Management, LLC (Clark Financial Planning) is a Reston, VA RIA serving business owners and entrepreneurs with financial planning and discretionary asset management. The firm focuses on retirement planning (including cash balance plan strategy), tax planning, risk management and portfolio construction, and addresses annuity fit and misconceptions. Portfolios are primarily implemented with ETFs and mutual funds, with custody that includes Charles Schwab.

Team overview

-- AVG AGE
$33.8M AVG AUM / ADVISOR
$399.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Wave frontier Ridge

Client Personas

Catalyst crest Glacier horizon

Custodian

Pioneer oak Vector pioneer Pathway Value capital

Investment Themes

Atlas Frontier value Atlas Value North

Investment Vehicles

Beacon

Platform

Crest Focus Wave

Services

Crest Fusion Ember Meridian Ridge Pioneer signal Frontier bridge North Radial peak Prime capital Peak Delta

Technology

Meridian harbor Timber Value bridge Horizon Crest beacon

Owner & Executives

M

MEGAN LEE CLARK

Certified Financial Planner, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE

CRD
#5733655
Ownership
Less than 5%
(454) 669-6299
beacon.atlas@glaciercapital.com
in linkedin.com/in/oak-vector

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Contacts

DANIEL COOPER

DANIEL COOPER

Financial Planner

CRD
#6910970
(205) 806-7106
harbor.bridge@beaconcapital.com
in linkedin.com/in/unison-quantum
R

Ryan Douglas Scott

Financial Advisor

CRD
#7179556
(435) 264-6044
prime.glacier@valuecapital.com
in linkedin.com/in/crest-north
M

Matrix fusion

Radial foundation zenith

CRD
#16422
(439) 607-9363
beacon.eagle@unisoncapital.com
in linkedin.com/in/vertex-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-04-2024
10-08-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $135,055,793 $173,148
Non-Discretionary $0 --
Total $135,055,793 $173,148

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Separately Managed Accounts

Total SMA Asset: $135,055,793

$135.1M Total SMA
Public Funds:
32.7%
Equity - Exchange:
7.5%
Cash:
26.5%
Equity - OTC:
13.0%
Private Funds:
20.3%
Asset class Assets Assets %
Public Funds $2,009,344,747 32.7%
Equity - Exchange $460,858,887 7.5%
Cash $1,628,368,067 26.5%
Equity - OTC $798,822,071 13.0%
Private Funds $1,247,391,387 20.3%
Total $6,144,785,159 100.0%

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