DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

CRD 300619

RESTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa48706a-b2a6-d1dc-af0f-1976b73ffc50

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Oct 18, 2024 to Feb 18, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $135MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $135M
Private client RAUM: $134MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $33.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 780
Individual clients: 300
High net worth clients: 32
Custody, client assets: $0
SEC number: 801-131484
CRD: 300619
Filings on the tape: 8
First filed: Oct 18, 2024
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MEGAN LEE CLARK	n/a	RESTON, VA	6	18	1	yes
DANIEL COOPER	n/a	RESTON, VA	5	15	1	yes
Ryan Douglas Scott	n/a	RESTON, VA	1	14	n/a	yes
Keron Smith	n/a	RESTON, VA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLARK, MEGAN, LEE	Owner	E	yes	12/2018	Oct 18, 2024	Dec 4, 2024
CLARK, MEGAN, LEE	CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE	Na	yes	12/2018	Oct 18, 2024	Dec 4, 2024
MLC CLARK FAMILY LLC	Owner	E	yes	12/2018	Oct 18, 2024	Dec 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CLARK & ASSOCIATES, INC. FINANCIAL SOLUTIONS	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$135M	$135M	4	4	0	n/a	n/a
2024	Apr 30, 2025	$116M	$116M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$135M	$116M	16.1%	n/a	n/a	4	2	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GREAT VALLEY ADVISOR GROUP, LLC	2	Mar 21, 2023	Mar 20, 2023	RESTON, VA	Team lift out	RIA to RIA	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KALOS MANAGEMENT	3	Mar 31, 2020	Feb 25, 2021	PONTE VEDRA BEACH, FL	Team lift out	Ibd to RIA	4.7%

Relationships

Registered with (7)

← Keron SmithAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← Ryan Douglas ScottAdvisorregistration: current employment
Jun 10, 2025 to presentfactForm ADV
← DANIEL COOPERAdvisorregistration: current employment
Feb 25, 2021 to presentfactForm ADV
← MEGAN LEE CLARKAdvisorregistration: current employment
Apr 1, 2020 to presentfactForm ADV
← MICHAEL R. DANJCZEKAdvisorregistration: previous registration
Apr 13, 2020 to Mar 21, 2023factForm ADV
← Kristen Lyn MoneyAdvisorregistration: previous registration
Aug 25, 2021 to Mar 21, 2023factForm ADV
← DAVID WEISSAdvisorregistration: previous registration
Feb 25, 2021 to Jun 25, 2021factForm ADV

Controls (2)

← CLARK, MEGAN, LEEOwnerOWNER, ownership code E, individual
Oct 18, 2024 to Dec 4, 2024factForm ADV
← MLC CLARK FAMILY LLCOwnerOWNER, ownership code E, domestic entity
Oct 18, 2024 to Dec 4, 2024factForm ADV

Moved with (2)

→ GREAT VALLEY ADVISOR GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Mar 21, 2023 to Mar 20, 2023factForm ADV
← KALOS MANAGEMENTRegistered adviser3 advisors, team lift out
Mar 31, 2020 to Feb 25, 2021factForm ADV

Dated events

Occurred
Oct 18, 2024
First Form ADV filing
Brighter Financial Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2023
Team lift-out
2 advisors left Brighter Financial Capital Management, LLC (Reston, VA) for Great Valley Advisor Group, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 21, 2023
Advisor changed firm
Kristen Lyn Money left Brighter Financial Capital Management, Llc for Great Valley Advisor Group, Llc (registered 2023-03-17)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2023
Advisor changed firm
Michael R. Danjczek left Brighter Financial Capital Management, Llc for Great Valley Advisor Group, Llc (registered 2023-03-20)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa48706a-b2a6-d1dc-af0f-1976b73ffc50
First observed: Oct 18, 2024
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

CRD 300619

RESTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa48706a-b2a6-d1dc-af0f-1976b73ffc50

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MEGAN LEE CLARK

n/a

RESTON, VA

yes

DANIEL COOPER

n/a

RESTON, VA

yes

Ryan Douglas Scott

n/a

RESTON, VA

n/a

yes

Keron Smith

n/a

RESTON, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLARK, MEGAN, LEE

Owner

yes

12/2018

Oct 18, 2024

Dec 4, 2024

CLARK, MEGAN, LEE

CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE

yes

12/2018

Oct 18, 2024

Dec 4, 2024

MLC CLARK FAMILY LLC

Owner

yes

12/2018

Oct 18, 2024

Dec 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CLARK & ASSOCIATES, INC. FINANCIAL SOLUTIONS

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$135M

n/a

2024

Apr 30, 2025

$116M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$135M

$116M

16.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GREAT VALLEY ADVISOR GROUP, LLC

Mar 21, 2023

Mar 20, 2023

RESTON, VA

Team lift out

RIA to RIA

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KALOS MANAGEMENT

Mar 31, 2020

Feb 25, 2021

PONTE VEDRA BEACH, FL

Team lift out

Ibd to RIA

4.7%