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BRAVIAS FINANCIAL
BRAVIAS CAPITAL GROUP, LLC
CRD 289589 · SEC 801-128383
33 WOOD AVENUE SOUTH, 6TH FLOOR, ISELIN, NJ, 08830, United States
Phone
732-702-2600
Fax
646-217-3684
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.0M
Discretionary AUM
$209.5M
Team
12 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $123.5M |
| High net worth individuals | 39 | $88.5M |
States served
CA, GA, MD, NJ, NM, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD