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 that began SEC registration in 2023 and is owned by an individual. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Bravias identifies equities as a primary preference, is not positioned as a capital allocator, and does not describe itself as an active ESG investor. The firm also lists an insurance company among its industry affiliations.
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%
Contacts
3 of 6RICHARD ZEITZ
PresidentCRD 2579489
MATTHEW SOTTILE
Senior Vice President, Financial AdvisorCRD 4774814
Logan Wadsworth
Associate AdvisorCRD 6950628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$136M in ETFs
54%
$73.1M
45%
$62.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) | Alpha Architect | Active | Ultrashort Bond | $25.9M | 223,044 | 19.09% |
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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