Brass Capital

Overview

Brass Capital is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm is owner-operated and runs a fee model that combines a percentage-of-AUM overlay with fixed fees, signaling a hybrid advisory approach for both ongoing wealth management and project-based planning work. Brass Capital’s reported activity shows a clear tilt toward pooled public funds and separately managed account (SMA) wrappers rather than operating as a capital allocator or running proprietary investment products. The firm is not flagged as an active ESG investor and appears to operate from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices