Bright Forge Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Hatfield PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Bright Forge · Bright Forge Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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