BRAZEN CAPITAL, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 300746
- Website
- www.brazencap.com
- 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
FINTRXOverview
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
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 Equities58%
- Cash & Cash Equivalents19%
- Investment Grade Corp Bonds12%
- US Government Bonds11%
Contacts
1 of 1LEONARDO CARDOSO
PresidentCRD 5068205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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