Bravias Financial
Firm details
- Headquarters
- Iselin, New Jersey
- CRD number
- 289589
- Registered since
- July 21, 2023
- Website
- braviasfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.27%
- HNWI41.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bravias Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owned by an individual and focuses its advisory work on individuals, families and small-business clients. Core services include financial planning and portfolio management for private clients; billing options include a percentage-of-AUM fee, hourly charges and fixed-fee arrangements. The firm is not positioned as a capital allocator to external managers, does not identify as an active ESG investor, and is not designated as a multi-state adviser in its reporting. Bravias maintains an industry affiliation with an insurance company, which aligns with its use of insurance products among client solutions. Its primary custody relationship is with Charles Schwab & Co., Inc.
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 Equities87%
- Public Funds/Mutual Funds7%
- State & Local Bonds4%
- Other2%
Owners & executives
1 of 1
Richard Zeitz
President & CEOCRD 2579489
Contacts
3 of 5
Matthew Sottile
Senior Vice President, Financial AdvisorCRD 4774814
Logan Wadsworth
Associate AdvisorCRD 6950628
Adam Sussman
Director of Investment OperationsCRD 5300352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$150M in ETFs
55%
$82.2M
44%
$67.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) | Alpha Architect | Active | Ultrashort Bond | $27M | 230,369 | 17.98% |
Location
Iselin, NJ
Middlesex
Location
Iselin, NJ
Headquartered in Iselin, 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
- Middlesex
- Address
- 33 Wood Ave S
- Time zone
- ET (UTC-5)
- Office locations
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