Bravias Capital Group LLC

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Assets, Funds, Holdings

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Bravias Capital Group LLC
CRD #289589
SEC #801-128383
CIK #
AUM $170.4 MM (2024-03-31)
Employees 10 (90% Investors, 0% Brokers)
Phone732-702-2600
Address33 Wood Avenue South, 6th Floor
Iselin, NJ 08830
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 348 97.1
(b) Individuals (high net worth individuals) 32 73.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 759 170.4
By Discretionary
Discretionary 757 170.4
Non-Discretionary 2 0.0
Total 759 170.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 170.4
Total 759 170.4
Comparable Firms State AUM ($BB)
Legacy Planning Advisors LLC
GA 0.2
Prosperity Wealth Planning LLC
CA 0.2
Piedmont Capital Management LLC
MT 0.2
Elderado Financial Inc
CO 0.2
Private Harbour Investment Management & Counsel LLC
OH 0.2
Lobnek Wealth Management Inc
0.2
McCartney Wealth Management LLC
MO 0.2
Hodge Financial Services LLC
NH 0.2
Jaykay Wealth Advisors Inc
TX 0.2
Coastwise Capital Group LLC
CA 0.2
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