DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Brighter Financial Capital Management, LLC
Latest filing Feb 18, 2026
First filing on the tape Oct 18, 2024 · 8 filings
SEC status approved since Nov 25, 2024
RAUM
$135M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$134M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$33.8M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$135M as of Feb 18, 2026
Feb 24, 2025$122M then
HNW client RAUM$63.3M as of Feb 18, 2026
Apr 30, 2025$34.1M then
State-registered IARs (5.B.3)4 as of Feb 18, 2026
Feb 24, 20252 then
Employees (5.A)4 as of Feb 18, 2026
Feb 24, 20252 then
Private funds: no history
RAUM +16% over the last fiscal yearIARs 2 to 4
Practice profile
derived from the filing of Feb 18, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $33.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 83derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $173,148derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -60%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $113MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$71.0M53%
- High-net-worth individuals$63.3M47%
- Pension and profit-sharing plans$556,2330.4%
- Corporations and businesses$207,7870.2%
- Individual clients
- 300reported
- HNW clients
- 32reported
- Pension plan clients
- 4reported
- Charitable clients
- n/areported
- Accounts
- 780reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Megan Lee Clark | Reston, Va | Apr 1, 2020 | 18 y | 1 |
| Daniel Cooper | Reston, Va | Feb 25, 2021 | 15 y | 1 |
| Ryan Douglas Scott | Reston, Va | Jun 10, 2025 | 14 y | 0 |
| Keron Smith | Reston, Va | Feb 19, 2026 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Michael R. Danjczek to Great Valley Advisor Group, LLCMar 21, 2023 · RIA to RIA
- Kristen Lyn Money to Great Valley Advisor Group, LLCMar 21, 2023 · RIA to RIA
- David Weiss to Amj Financial Wealth Management LLCJun 25, 2021 · RIA to RIA
Joined, latest
- Daniel Cooper from Kalos ManagementFeb 25, 2021 · Affiliated broker-dealer or bank to independent RIA
- Michael R. Danjczek from Kalos ManagementApr 13, 2020 · Affiliated broker-dealer or bank to independent RIA
- Megan Lee Clark from Kalos ManagementApr 1, 2020 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Great Valley Advisor Group, LLCMar 21, 2023 · Reston, Va
- 3 joined from Kalos ManagementMar 31, 2020 · Ponte Vedra Beach, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Megan Clark · Chief Compliance Officer/Investment Advisor Representativecontrolsince 12/2018 · owns less than 5%
- Lee Megan Clark · Ownercontrolsince 12/2018 · owns 75% or more of Mlc Clark Family LLC
Entity owners
- Mlc Clark Family LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Clark & Associates, Inc. Financial Solutionsreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Reston, Va · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Feb 18, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $116,329,199 to $135,055,793, advisors 2 to 4, private clients 827 to 332, offices 0 to 0 (2025-04-30 to 2026-02-18)peers: independent wealth managers, $100M to $500M (5,676)
- client count collapseChange between filings · filing Feb 18, 2026individual and HNW clients (Item 5.D) moved from 827.0 to 332.0 (-60.0%) between the annual amendments of 2025-04-30 and 2026-02-18; the peer median change was +3.0% (3309 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,309) · 1.0% percentile
- HNW share shiftChange between filings · filing Feb 18, 2026HNW share of RAUM moved from 29.0% to 47.0% between the annual amendments of 2025-04-30 and 2026-02-18peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 840 to 780Oct 8, 2025 to Feb 18, 2026
- Advisory employees · 3 to 4Oct 8, 2025 to Feb 18, 2026
- Corporate clients · 1 to 2Oct 8, 2025 to Feb 18, 2026
- HNW clients · 17 to 32Oct 8, 2025 to Feb 18, 2026
- Individual clients · 810 to 300Oct 8, 2025 to Feb 18, 2026
- Pension plan clients · 12 to 4Oct 8, 2025 to Feb 18, 2026
- Employees · 3 to 4Oct 8, 2025 to Feb 18, 2026
- Financial planning clients · 26-50 to 101-250Oct 8, 2025 to Feb 18, 2026
- State-registered IARs · 3 to 4Oct 8, 2025 to Feb 18, 2026
- Discretionary RAUM · $116M to $135MOct 8, 2025 to Feb 18, 2026
- HNW RAUM · $34.1M to $63.3MOct 8, 2025 to Feb 18, 2026
- Individual RAUM · $80.7M to $71.0MOct 8, 2025 to Feb 18, 2026
- Pension RAUM · $1.5M to $556,233Oct 8, 2025 to Feb 18, 2026
- RAUM · $116M to $135MOct 8, 2025 to Feb 18, 2026
- Advisory employees · 2 to 3Apr 30, 2025 to Jun 10, 2025
- BD registered reps · 2 to 3Apr 30, 2025 to Jun 10, 2025
- Employees · 2 to 3Apr 30, 2025 to Jun 10, 2025
- Financial planning clients · 26-50 to 26-50Apr 30, 2025 to Jun 10, 2025
- State-registered IARs · 2 to 3Apr 30, 2025 to Jun 10, 2025
- Accounts · 813 to 840Feb 24, 2025 to Apr 30, 2025
- Corporate clients · unset to 1.0Feb 24, 2025 to Apr 30, 2025
- HNW clients · unset to 17.0Feb 24, 2025 to Apr 30, 2025
- Pension plan clients · 3 to 12Feb 24, 2025 to Apr 30, 2025
- Discretionary RAUM · $121M to $116MFeb 24, 2025 to Apr 30, 2025
- HNW RAUM · unset to 34130483.0Feb 24, 2025 to Apr 30, 2025
- Individual RAUM · $121M to $80.7MFeb 24, 2025 to Apr 30, 2025
- Non-discretionary RAUM · $564,381 to $0Feb 24, 2025 to Apr 30, 2025
- Pension RAUM · $564,381 to $1.5MFeb 24, 2025 to Apr 30, 2025
- RAUM · $122M to $116MFeb 24, 2025 to Apr 30, 2025
- Accounts · 732 to 813Dec 4, 2024 to Feb 24, 2025
- Charity clients · 1.0 to unsetDec 4, 2024 to Feb 24, 2025
- Corporate clients · 1.0 to unsetDec 4, 2024 to Feb 24, 2025
- HNW clients · 24.0 to unsetDec 4, 2024 to Feb 24, 2025
- Individual clients · 302 to 810Dec 4, 2024 to Feb 24, 2025
- Pension plan clients · 12 to 3Dec 4, 2024 to Feb 24, 2025
- Financial planning clients · 101-250 to 26-50Dec 4, 2024 to Feb 24, 2025
- Discretionary RAUM · $110M to $121MDec 4, 2024 to Feb 24, 2025
- HNW RAUM · 38223760.0 to unsetDec 4, 2024 to Feb 24, 2025
- Individual RAUM · $70.4M to $121MDec 4, 2024 to Feb 24, 2025
- Non-discretionary RAUM · $1.7M to $564,381Dec 4, 2024 to Feb 24, 2025
Signals
4 dated events
- Brighter Financial Capital Management, Llc filed its initial SEC registration (Form ADV)Oct 18, 2024 · First SEC registration · fact
- Michael R. Danjczek left Brighter Financial Capital Management, Llc for Great Valley Advisor Group, Llc (registered 2023-03-20)Mar 21, 2023 · Advisor changed firm · fact
- 2 advisors left Brighter Financial Capital Management, LLC (Reston, VA) for Great Valley Advisor Group, LLC on the same dayMar 21, 2023 · Team lift-out · derived
- Kristen Lyn Money left Brighter Financial Capital Management, Llc for Great Valley Advisor Group, Llc (registered 2023-03-17)Mar 21, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- clientservice@clarkfinancialplanning.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 703-796-0957reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 703-972-1313reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/1863617/admin/dashboardreportedpublic record, Form ADV, Sep 18, 2026
- Website
- clarkfinancialplanning.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 703-796-0957reportedpublic record, Form ADV, Feb 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $33.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026