Asset ManagerRIA · CRD 300619SEC-Registered

Updated:

Brighter Capital

Megan Clark's Brighter Capital operates as Clark Financial Solutions, a retail practice advising on retirement using a proprietary Blueprint.

Brighter Capital

Brighter Capital is an SEC-registered investment adviser in Reston, VA, registered since 2024. The firm manages approximately $135 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Mountain View

Corporate office

Mountain View, CA, United States

Principals

Megan Clark

Principal

Sector focus

Financial ServicesRetirement Planning

Frequently asked questions

Is Brighter Capital a family office or an institutional allocator?

No. Brighter Capital is a retail financial planning and advisory practice serving individual clients. Its website, under the Clark Financial Solutions brand, focuses exclusively on retirement planning, risk assessment, and educational content for consumers. There is no evidence of institutional separate accounts, pooled funds, or a multi-family office structure.

Who runs investment decisions at Brighter Capital?

The sole named principal is Megan Clark. The firm's website identifies her as the lead for its financial planning process and the author of its consumer-facing articles. No investment committee, CIO, or additional portfolio managers are disclosed.

What is the Brighter Financial Blueprint?

The Brighter Financial Blueprint is the firm's proprietary financial planning methodology. According to the website, it begins with a discovery meeting to define retirement goals, followed by an evaluation of the client's current financial situation, and ends with a customized strategy. It functions as a client-onboarding and planning framework, not an investment strategy.

Does Brighter Capital make direct investments or fund commitments?

There is no public evidence of direct investing or fund commitments. The firm's model centers on retirement advisory services, which typically involve allocating client capital across third-party insurance products and managed accounts rather than operating as a principal investor.

What is the relationship between Brighter Capital and Clark Financial Solutions?

The two names appear to be affiliated brands. The entity in Altss research is labeled Brighter Capital, but its primary website operates as Clark Financial Solutions. This likely represents a dual-brand structure where Clark Financial Solutions is the consumer-facing planning and advisory brand, and Brighter Capital may serve as a corporate or investment entity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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