$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
7 yrs Firm Age
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- Custodian
- Axos · Betterment · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-2018
- Office Locations
- 1
Office Locations
1489 W Warm Springs Road Suite 110 Henderson NV
About Bray Capital Group LLC
Bray Financial Services (Bray Capital Group LLC) is a Henderson, NV-based retail RIA providing portfolio construction, retirement planning, tax planning, and insurance/life insurance support for individuals and families. The firm’s managed accounts are ETF-focused, and its site uses PreciseFP for digital intake, risk tolerance tools, and complimentary review workflows that streamline prospect onboarding.
Team overview
47 AVG AGE
$2.0M AVG AUM / ADVISOR
$33.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
David Patrick Bray
Owner
- CRD
- #4610996
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,015,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,015,047 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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