Brighter Financial Capital Management, Llc
- Regulatory AUM
- $135M
- Discretionary
- $135M
- Clients
- 338
- Avg AUM / client
- $400K
- Accounts
- 780
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 300 | $71.0M | 52.6% |
| High net worth individuals | 32 | $63.3M | 46.9% |
| Pension and profit sharing plans | 4 | $556K | 0.41% |
| Corporations and other businesses | 2 | $208K | 0.15% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Megan Lee Clark | Chief Compliance Officer/Investment Advisor Representative | Dec 2018 (8y) | ≈ 56.25% – 100% via Mlc Clark Family Llc | |
| Daniel Cooper | Registered representative | Feb 2021 (5y) | ||
| Ryan Douglas Scott | Registered representative | Jun 2025 (1y) | ||
| Keron Smith | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mlc Clark Family Llc | Owner | Dec 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Megan Lee Clark: 75% – 100% of Mlc Clark Family Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $135M (100% of AUM) Feb 2026
- Equity Trust Company $4.3M (4% of AUM) Oct 2025
- Equity Advisor Solutions $2.2M (2% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗