Investment adviser · CRD 108512
BRAVE FAMILY ADVISORS
Investment adviser filing (IA)
BRAVE ASSET MANAGEMENT, INC.
SUMMIT, NJ, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $624M Form ADV · Item 5.F
- Client accounts
- 922 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 93 | $517,667,969 | 82.9% |
| Individuals | 234 | $92,138,477 | 14.8% |
| Charities | 15 | $11,339,032 | 1.8% |
| Retirement plans | 10 | $1,887,398 | 0.3% |
| Corporations & businesses | 4 | $1,256,898 | 0.2% |
Filing source
Form ADV 2057615 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
47 SUMMIT AVENUESUMMIT, NJ, 07901, United States
CRD 108512
Filing source
Form ADV 2057615 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.