BRAY CAPITAL GROUP LLC

Overview

Bray Capital Group LLC is a small, privately owned advisory and insurance firm that serves individual and family clients. The firm operates as a capital allocator with a fee model tied to assets under management and provides portfolio management for individuals and small businesses along with selection-of-other-advisers services. Its business mix includes insurance brokerage, which appears to feed directly into its investment and retirement planning activities. The firm does not position itself as an active ESG investor and its advisory footprint is concentrated rather than broad-based. Investment activity is concentrated and equity-oriented. The firm’s filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios, indicating a bias toward liquid, publicly traded securities that can be managed in separately managed account structures. Bray Capital Group’s service offering—portfolio management, pension consulting-type activities, and adviser selection—suggests it can both manage portfolios directly and construct allocations that include third-party managers or insurance-based solutions when appropriate.

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Location & Offices