Bray Capital Group LLC

Overview

Bray Capital Group LLC is a small, privately owned wealth advisory and insurance-brokerage firm that serves individual and family clients. The firm charges a percentage-of-AUM fee for advisory services and acts as a capital allocator, using outside managers where appropriate. Its advisory scope includes portfolio management for individuals and small businesses, the selection of third-party advisers, and pension consulting services. Bray Capital Group does not position itself as an ESG-focused investor and reports an affiliation with an insurance company, which aligns with its brokerage activity in annuity products.

Assets & Accounts

Public Holdings

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Location & Offices