Overview
Assets Under Management: $413 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 56
Average Client Assets: $7 million
Frequently Asked Questions
BRAY CAPITAL ADVISORS, 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 #170289), BRAY CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BRAY CAPITAL ADVISORS, LLC is headquartered in NAPLES, FL.
BRAY CAPITAL ADVISORS, LLC serves 56 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BRAY CAPITAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRAY CAPITAL ADVISORS, LLC manages $413 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BRAY CAPITAL ADVISORS, 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: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.52
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 253
Discretionary Accounts: 253
Regulatory Filings
CRD Number: 170289
Last Filing Date: 2024-03-27 00:00:00
Website: https://braycapitaladvisors.com