B
$75.6M Total AUM
$75.6M Disc. AUM
-- 3Y CAGR
5 Employees
2,093 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
-- Leesburg VA
About Brass Capital
Brass Capital is a Leesburg-based RIA. The firm has been operating for 1 years. Managing $75.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$25.2M AVG AUM / ADVISOR
$36.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
A
ANTHONY COMEAU DAVIS
Chief Compliance Officer, Managing Partner, Private Wealth Advisor
- CRD
- #6683889
- Ownership
- 75% or more
Available
Available
Available
J
Jacob Johnson
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Mary Elaine Boland
--
- CRD
- #7896605
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,592,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,592,370 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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