# Brightview Financial Solutions

> Brightview Financial Solutions is a state-registered investment advisory firm in Redwood City, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 300080
- Filed as: BRIGHTVIEW FINANCIAL SOLUTIONS
- Legal name: Brightview Financial Solutions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Redwood City, CA
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300080
- AdvisorCensus page: https://advisorcensus.com/firm/brightview-financial-solutions-redwood-city-ca-300080

## Quick answers

**How is Brightview Financial Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Brightview Financial Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brightview Financial Solutions located?**
Brightview Financial Solutions' principal office is in Redwood City, CA, according to its Form ADV.

**Is Brightview Financial Solutions registered with the SEC or a state?**
Brightview Financial Solutions is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300080.

**How much does Brightview Financial Solutions manage?**
Brightview Financial Solutions reports $42,340,928 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**What types of clients does Brightview Financial Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (3).

**Does Brightview Financial Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300080

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $42,340,928
- Discretionary: $42,340,928
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,366,795 |
| High net worth individuals | 18 | $40,974,133 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightview.financial
- Facebook @Brightview-Financial-Solutions-342866169753088
- LinkedIn @sheila-mcginn-cfp®-5391ab1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightview Financial Solutions (CRD 300080): Form ADV filing data as of October 2026.