|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Brighter Financial Capital Management LLC
✚
|
|
|---|---|
| CRD # | 300619 |
| SEC # | 801-131484 |
| CIK # | |
| AUM | $116.3 M (2025-06-10) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 703-796-0957 |
| Address | 1984 Isaac Newton Sq W Reston, VA 20190 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 810 | 80.7 |
| (b) Individuals (high net worth individuals) | 17 | 34.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 840 | 116.3 |
| By Discretionary | ||
| Discretionary | 840 | 116.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 840 | 116.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.3 | |
| Total | 840 | 116.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seaborn Financial LLC
✚
|
0.1 | |
|
Konza Global Advisory LLC
✚
|
KS | 0.1 |
|
Optima Capital Management LLC
✚
|
AZ | 0.1 |
|
RSG Investments LLC
✚
|
KS | 0.1 |
|
Third Sigma Investment Advisors LLC
✚
|
DE | 0.1 |
|
Wealth Management & Business Concepts
✚
|
CA | 0.1 |
|
St John & Associates Inc
✚
|
GA | 0.1 |
|
Servant Financial Ltd
✚
|
0.1 | |
|
Portfolio Resources Advisor Group Inc
✚
|
FL | 0.1 |
|
American Community Wealth Management LLC
✚
|
IL | 0.1 |