BRAVE FAMILY ADVISORS

Overview

Brave Family Advisors is a discretionary advisory firm that concentrates its investment program on equity exposures delivered largely through exchange-traded instruments, supplemented by selected individual stock positions and alternative allocations. The firm provides portfolio management for individuals and small businesses and offers pension consulting services, operating on a percentage-of-AUM fee model. Its public equity activity—visible in regulatory filings—shows a diversified set of positions across domestic and international markets, with a notable tilt to ETF-based core exposures and targeted stock holdings for active overlay. The firm’s client base includes high-net-worth individuals and families as well as institutional clients, which shapes a blended advice model: core passive or index-based allocations for broad market exposure combined with tactical stock positions and external alternative allocations where the firm sees potential diversification or return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices