B
Bright Forge Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,660,274
Clients
16
63% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$603,767
About
Bright Forge Capital provides investment management and comprehensive financial planning to a small set of individual clients, high‑net‑worth individuals, charitable organizations, and corporate clients. Services include tailored portfolio management, ongoing financial planning and reporting using tools such as eMoney and proprietary analyses, and planning work that covers business planning, estate considerations, tax planning and insurance reviews.
The firm employs a core‑satellite approach that pairs passive index exposures with actively managed satellite positions and may allocate to third‑party managers and Schwab model/personalized indexing solutions. Investment decision‑making draws on a mix of fundamental research alongside technical, cyclical and charting analysis, and the advisor generally manages client accounts on a discretionary basis.
Notable distinctions include a concentrated client base and AUM profile together with an ongoing, subscription‑style comprehensive planning option that combines an upfront engagement and monthly billing, and a principal who holds the CFA charter and directly oversees compliance and account reviews. The use of behavioral finance in planning, explicit business‑owner and exit‑planning consulting for corporate clients, and the combination of personalized indexing with active satellite strategies mark an atypical service mix for a firm of this scale.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Comprehensive Financial Planning: non-refundable upfront charge of $0 - $2,500 plus a negotiable monthly fee paid in arrears
$0 - $2,000,000: 1.20% $2,000,001+: Negotiable
Main office location
Bright Forge Capital, LLC
Hatfield PA, United States
Number of offices
1
Most active in
Bright Forge Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")