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| Bravias Capital Group LLC
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| CRD # | 289589 |
| SEC # | 801-128383 |
| CIK # | 0002054328 |
| AUM | 212.0 M (2026-03-31) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 732-702-2600 |
| Address | 33 Wood Avenue South, 6th Floor Iselin, NJ 08830 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
The Firm has increased its advisory fees. Please see the fee table under the “Description of Fees for Investment
Management Services”. Existing clients are subject to the fee structure as outlined in their investment advisory
agreement. Fees will not increase for existing clients without their express written consent.
5(A)1 Description of Fees for Investment Management Services
BCG’s fee structure is calculated based upon the value of assets under management (“AUM”). AUM is based
on the account value of each account. Lower fees for comparable services may be available from other
investment advisers. Fees may be negotiable. The exact fee and services agreed upon are detailed in your
investment management agreement.
Assets Under Management Maximum Annualized Fee
Up to $750,000 1.50%
Over $750,000 to $2,000,000 1.40%
Over $2,000,000 1.30%
Note the “Annualized Fee” excludes brokerage costs such as commissions, markups,
markdowns, ticket charges, and underlying expenses associated with exchange-
traded funds and mutual funds.
Generally, the Firm will exclusively recommend one (1) of nine (9) model portfolios as part of its Investment
Management Services offering. Model portfolios may be implemented by purchasing individual securities (e.g.,
equity and debt) or may purchase exchange-traded funds (“ETFs”) and mutual funds. ETFs and mutual funds in
investment management portfolios subject clients to two layers of fees: 1) Direct Advisory Fees as disclosed in the
fee table above, and 2) Indirect Advisory Fees (that is, the advisory fee paid by the ETF or mutual fund to the adviser
of the ETF or mutual fund. For a detailed treatment of brokerage costs, please carefully review “Item 12. Brokerage
Practices”.
5(B)1 Payment Methods
Fees for investment management services are deducted on a monthly basis in arrears. Valuations are based
on the weighted average market value of all client assets in each account.
The Firm recommends Schwab Advisor Services2 (“Schwab”) as its qualified custodian. When utilizing
Schwab, fees are deducted directly from client accounts. Following the fee deduction by Schwab, BCG
sends its invoice or statement to the client. All clients are urged to compare the fee deduction on
Schwab’s custody statement to the invoice or statement provided by BCG for any discrepancies. Should
there be any discrepancies, please contact BCG immediately to resolve this issue. The custody statement
provided by Schwab is the official statement. Should the client choose a qualified custodian other than
Schwab, fees may not be able to be directly deducted from client accounts; instead, clients will be invoiced
Schwab Advisor Services, a division of Charles Schwab & Co., Inc. (“Schwab”). Schwab Advisor Services provides custody, trading, and the support services of
Schwab, member FINRA and SIPC, to independent investment advisers. Neither BCG nor its affiliated insurance agency, Bravias Financial Group are owned by,
affiliated with, or supervised by Schwab or any of its divisions or related companies.
or billed directly for the advisory fee. Please contact BCG for further details.
5(C)1 Other Fees and Expenses
In connection with investment management services, implementation may include the purchase and sale
of securities. Implementation will incur additional costs such as custodial fees and brokerage fees, which
prospective clients should carefully review. BCG does not receive any portion of brokerage or custodial fees
charged by Schwab or any other broker-dealer or custodian utilized by the Firm. Please refer to “Item |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7: Types of Clients BCG currently provides or offers to provide investment advice individuals and high net worth individuals. Minimum Account Size The Firm does not require an absolute minimum to establish an advisory account. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 7.1 | ||
| World Currency Gold Trust | 2.4 | ||
| Apple Inc | 2.0 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 123.5 |
| (b) Individuals (high net worth individuals) | 39 | 88.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 857 | 212.0 |
| By Discretionary | ||
| Discretionary | 855 | 209.5 |
| Non-Discretionary | 2 | 2.5 |
| Total | 857 | 212.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.0 | |
| Total | 857 | 212.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054328] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cedarwood Wealth LLC
✚
|
CO | 213.4 M |
|
Harding Wealth Inc
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|
AZ | 212.6 M |
|
Sequoia Swiss Financial Advisors AG
✚
|
212.3 M | |
|
Patrick Mauro Investment Advisor Inc
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|
212.1 M | |
|
Diamant Asset Management Inc
✚
|
CT | 211.5 M |
|
Centric Advisors LLC
✚
|
TX | 211.3 M |
|
Halbert Wealth Management Inc
✚
|
TX | 211.2 M |
|
Renaud & Company LLC
✚
|
MO | 210.7 M |
|
Parkstone Wealth Management LLC
✚
|
TX | 210.6 M |
|
Sky-Mountain Capital Management Inc
✚
|
ID | 210.6 M |