Adviser Profile

As of Date 11/27/2024
Registration status Registration Changed to BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC
ADV Location RESTON, VA, United States
Contact Info 703 xxxxxxx
AUM* 112,104,007 18%
of that, discretionary 110,384,708 16%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 153,148 29%
% High Net Worth 7.06% 100%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees