Bray Capital Advisors LLC

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Assets, Funds, Holdings

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Bray Capital Advisors LLC
CRD #170289
SEC #801-79105
CIK #0001631738
AUM
Employees 5 (60% Investors, 0% Brokers)
Phone239-451-6008
Address9115 Corsea del Fontana Way
Naples, FL 34109
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
50040030020010002009201420192025
Sector Form 13F Holdings Value ($M)
Nvidia Corp 24.1
Amazon Com Inc 14.1
Alphabet Inc 14.0
Apple Inc 12.7
Microsoft Corp 10.5
J P Morgan Chase & Co 10.4
Costco Wholesale Corp /NEW 7.1
Palo Alto Networks Inc 7.0
VISA Inc 6.2
Lilly Eli & Co 5.8
View All
Holdings by Sector ($M)
4503602701809002013201720212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 24 16.8
(b) Individuals (high net worth individuals) 56 394.9
(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 1.8
(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 253 413.4
By Discretionary
Discretionary 253 413.4
Non-Discretionary 0 0.0
Total 253 413.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 413.4
Total 253 413.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001631738]
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