BRAZEN CAPITAL, LLC

RIASEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$94.7K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
300746
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Brazen Capital, LLC is a small independent registered investment adviser focused on individual and family clients. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, and publishes periodicals or newsletters as part of its client-facing content. Its stated fee arrangements include a percentage-of-AUM component alongside subscription and fixed-fee options, which indicates flexibility for clients with different service needs. Investment activity skews toward publicly traded equities as the core allocation, with a clear preference for equity exposure across client accounts. The firm also allocates to external alternative managers in areas such as venture capital, real estate, commodities, and digital currency, which suggests they blend traditional long-only equity strategies with select higher-risk, less liquid exposures to enhance diversification and return potential. Brazen Capital operates under an individual-owner structure as an independent RIA serving a predominantly individual and family client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Cash & Cash Equivalents 19%, Investment Grade Corp Bonds 12%, US Government Bonds 11%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents19%
  • Investment Grade Corp Bonds12%
  • US Government Bonds11%

Contacts

1 of 1
  • LEONARDO CARDOSO

    PresidentCRD 5068205

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
99 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth