Bray Capital Group LLC
Firm details
- Headquarters
- Henderson, Nevada
- CRD number
- 294339
- Website
- braycapital.com
- Custodians
- BETTERMENT, AXOS CLEARING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bray Capital Group LLC is a small, privately owned investment adviser and insurance broker that serves individual and family clients. The firm charges fees as a percentage of assets under management and performs portfolio management for individuals and small businesses, offers pension consulting, and helps select other advisers. It acts as a capital allocator but is not flagged as an active ESG investor or a multi-state adviser in the available data. The firm maintains an affiliation with an insurance company consistent with its brokerage activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Contacts
1 of 1
David Bray
OwnerCRD 4610996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Henderson, NV
Clark
Location
Henderson, NV
Headquartered in Henderson, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 1489 W Warm Springs Rd
- Time zone
- PT (UTC-8)
- Office locations
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