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Bravias Capital Group LLC
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CRD # | 289589 |
SEC # | 801-128383 |
CIK # | |
AUM | $170.4 MM (2024-03-31) |
Employees | 10 (90% Investors, 0% Brokers) |
Phone | 732-702-2600 |
Address | 33 Wood Avenue South, 6th Floor Iselin, NJ 08830 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 348 | 97.1 |
(b) Individuals (high net worth individuals) | 32 | 73.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 759 | 170.4 |
By Discretionary | ||
Discretionary | 757 | 170.4 |
Non-Discretionary | 2 | 0.0 |
Total | 759 | 170.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 170.4 | |
Total | 759 | 170.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Legacy Planning Advisors LLC
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|
GA | 0.2 |
Prosperity Wealth Planning LLC
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|
CA | 0.2 |
Piedmont Capital Management LLC
✚
|
MT | 0.2 |
Elderado Financial Inc
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|
CO | 0.2 |
Private Harbour Investment Management & Counsel LLC
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|
OH | 0.2 |
Lobnek Wealth Management Inc
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|
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
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|
CA | 0.2 |