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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 7, 2025 and March 31, 2026, reported AUM increased 17.2%, from $181.0M to $212.0M.
Across 4 reported observations, AUM increased 80.6% between August 4, 2023 and March 31, 2026, from $117.4M to $212.0M.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 7 advisory representatives and 439 clients, or 62.7 clients per representative. That equates to $483.0K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bravias Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Bravias Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bravias Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.