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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Atlas northCatalyst vector
- Established Date
- 08-25-2015
- Office Locations
- 1
Office Locations
About Brave Boat Capital Advisors
Brave Boat Capital Advisors is a Boston-based RIA serving entrepreneurs, professionals, and high-net-worth families with comprehensive wealth planning and portfolio management. The firm takes a disciplined, goals-based approach blending passive and active strategies, often implemented with ETF-focused allocations, and can deliver full portfolio construction or targeted sleeves. It also advises employee plans, foundations, and endowments with fiduciary and investment consulting; custody includes Schwab.
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Owner & Executives
ZACHARY FOSTER STUPPY
Chief Compliance Officer, Managing Member, President
- CRD
- #4819503
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $861,336,530 | 18.2% |
| Equity - Exchange | $1,225,748,139 | 25.9% |
| Cash | $1,116,897,918 | 23.6% |
| U.S. Government/Agency | $776,149,401 | 16.4% |
| Municipal Bonds | $752,486,308 | 15.9% |
| Total | $4,732,618,296 | 100.0% |