Brave Family Advisors
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 108512
- Registered since
- October 29, 1992
- Website
- bravefamilyadvisors.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.92%
- Individuals14.76%
- Charitable Organizations1.82%
- Pension & Profit Sharing Plans0.3%
- Corporations / Businesses0.2%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Brave Family Advisors is an SEC-registered advisory corporation active since 1992 that serves individual and family clients alongside institutional investors. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses while also offering pension consulting services. Investment activity centers on equity-oriented strategies, with a stated preference for exchange-traded instruments. Brave Family Advisors does not identify as an active ESG investor.
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
- Exchange Traded Equities70%
- US Government Bonds22%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds3%
- State & Local Bonds1%
Contacts
3 of 6
Peter Van Alstyne
Financial AdvisorCRD 7263015
William Swart
Financial AnalystCRD 7630365
Yiorgos Georgeson
Senior AnalystCRD 6867268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$429M in ETFs
100%
$429M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE VALUE ETF (EFV) | BlackRock | Passive | Foreign Large Value | $62.8M | 820,429 | 14.65% |
Location
Summit, NJ
Union
Location
Summit, NJ
Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 47 Summit Ave
- Time zone
- ET (UTC-5)
- Office locations
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