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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-1992
- Office Locations
- 4
Office Locations
About Brave Family Advisors
BRAVE Family Advisors is an independent RIA serving families and entrepreneurs with portfolio management and “financial quarterback” guidance. The team draws on decades of Wall Street experience and runs discretionary, asset-allocation portfolios implemented largely with ETFs alongside U.S. government/agency fixed income. Custody is through Pershing; in-house credentials include CFA and CFP®.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES PATRICK HAIRE
Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- #4953517
- Ownership
- 10% but less than 25%
THOMAS BRETT HAIRE JR
Chairman, Secretary Treasurer
- CRD
- #824182
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Yiorgos Georgeson
Analyst
- CRD
- #6867268
JAMES PATRICK HAIRE
Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- #4953517
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $624,289,774 | $677,104 |
| Non-Discretionary | $0 | -- |
| Total | $624,289,774 | $677,104 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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