Brass Capital
Firm details
- Headquarters
- ,
- CRD number
- 333892
- Website
- brass.capital
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.69%
- Individuals27.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brass Capital is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management and fixed fees. Brass Capital does not identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities4%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1
Anthony Davis
Managing Member And Chief Compliance OfficerCRD 6683889
Contacts
2 of 2Mary Boland
Investment Adviser RepresentativeCRD 7896605
Jacob Johnson
MemberCRD 8009907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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