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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2017
- Office Locations
- 2
Office Locations
About Bravias Financial
Bravias Financial is an independent advisory firm providing retirement planning, insurance planning, and investment/portfolio management, including regular portfolio checkups and retirement income analysis. The practice is positioned around helping clients plan for retirement—highlighted by dedicated federal employee retirement resources and seminars—and also supports estate planning needs. Reported custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD ROSS ZEITZ
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2579489
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN MCGAHRAN
Financial Advisor
- CRD
- #4909580
ANITA JASWANTLAL PATEL
Investment Advisor
- CRD
- #4614716
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,520,850 | $245,054 |
| Non-Discretionary | $2,504,263 | $1,252,132 |
| Total | $212,025,113 | $247,404 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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