AARON BRASK CAPITAL
Firm details
- Headquarters
- LAKE WORTH BEACH, Florida
- CRD number
- 155472
- Website
- aaronbraskcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.39%
- Individuals1.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aaron Brask Capital is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm provides financial planning and discretionary portfolio management focused on smaller private clients and small businesses. Its client billing includes asset-based fees alongside hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator or pension consultant, does not describe itself as an active ESG investor, and operates under an owner-type classified as an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds31%
- US Government Bonds2%
Contacts
2 of 2Austin Gardner
Junior Financial PlannerCRD 8253014
DAVID BRASK
Independent Investment AdvisorCRD 5855661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE WORTH BEACH, FL
PALM BEACH
Location
LAKE WORTH BEACH, FL
Headquartered in LAKE WORTH BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1005 Lake Ave
- Time zone
- ET (UTC-5)
- Office locations
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