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Aaron Brask Capital

Aaron Brask Capital. CRD 155472

Aaron Brask Capital logo

CRD: 155472

Aaron Brask Capital

Lake Worth Beach, FL, 33460
5619727165
www.aaronbraskcapital.com
$77.4M Total AUM
$77.4M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · JP Morgan
Clients
Retail
Platforms
PeakMatrix +more
Established Date
01-04-2011
Office Locations
1

Office Locations

1005 Lake Avenue Suite 220 Lake Worth Beach FL

About Aaron Brask Capital

Aaron Brask Capital is an independent RIA led by a former Wall Street quant with a PhD in applied mathematics, applying optimization to financial planning and portfolio strategy. Serves retail clients including retirees, entrepreneurs, and business owners, working locally in Florida and remotely via Zoom. Investment implementation emphasizes ETFs and public funds with an asset-allocation and risk-management lens; custody includes Schwab and Interactive Brokers.

Team overview

-- AVG AGE
$38.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Signal Horizon Frontier vertex Summit frontier Pathway North Eagle harbor Element

Client Personas

Insight Bridge momentum Signal vital

Custodian

Meridian pioneer Atlas crest Optima ridge Vector unison Ember Ridge legacy Horizon unison Capital Vertex Zenith Oak legacy Alpha optima Alpha pioneer

Fund Managers

Timber Timber prime North

Investment Themes

Oak momentum Zenith Momentum Zenith prime Wave ridge

Investment Vehicles

Unison alpha Bridge

Services

Glacier prime Insight alpha Catalyst Insight meridian Vital insight Vertex Meridian Quantum Eagle vital Catalyst glacier Oak timber

Technology

Delta peak Alpha timber Capital Unison focus Oak value Vector oak Pathway

Owner & Executives

D

DAVID AARON BRASK

Chief Compliance Officer, PRINCIPAL

CRD
#5855661
Ownership
75% or more
(738) 887-3109
insight.unison@vitalcapital.com
in linkedin.com/in/summit-meridian

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Contacts

A

Austin James Gardner

--

CRD
#8253014
(516) 709-9414
matrix.timber@glaciercapital.com
in linkedin.com/in/crest-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $77,407,304 --
Non-Discretionary $0 --
Total $77,407,304 --

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Separately Managed Accounts

Total SMA Asset: $77,407,304

$77.4M Total SMA
Equity - Exchange:
18.8%
Public Funds:
38.4%
U.S. Government/Agency:
42.8%
Asset class Assets Assets %
Equity - Exchange $322,808,958 18.8%
Public Funds $659,354,468 38.4%
U.S. Government/Agency $734,905,501 42.8%
Total $1,717,068,927 100.0%

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