Overview
Assets Under Management: $181 million
Headquarters: ISELIN, NJ
High-Net-Worth Clients: 33
Average Client Assets: $2 million
Frequently Asked Questions
BRAVIAS CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289589), BRAVIAS CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
BRAVIAS CAPITAL GROUP, LLC is headquartered in ISELIN, NJ.
BRAVIAS CAPITAL GROUP, LLC serves 33 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, BRAVIAS CAPITAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRAVIAS CAPITAL GROUP, LLC manages $181 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, BRAVIAS CAPITAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 817
Discretionary Accounts: 813
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 289589
Filing ID: 1928355
Last Filing Date: 2025-03-07 18:47:00
Website: https://braviasfinancial.com