NATHANAEL R. BRAYTON, CFA

Overview

Nathanael R. Brayton, CFA operates a sole-proprietorship advisory practice focused on portfolio management for individuals and small businesses and on selecting outside advisers. The adviser runs a capital-allocating model with a clear equity preference, implementing client strategies primarily through separately managed accounts and exchange-traded instruments. Fee arrangements include both a percentage-of-AUM component and fixed fees. The client base is concentrated among individual and family investors rather than institutional retirement plans, and the practice does not identify as an active ESG investor. Investment activity centers on direct equity exposure and curated allocations to third-party alternative managers. The advisory workflow emphasizes customization at the account level, using listed equities and exchange-traded products for core exposure and tapping external managers for illiquid, private-market exposure where appropriate.

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Location & Offices