Brevity & Associates

Overview

Brevity & Associates operates as an independent registered investment adviser organized as an LLC focused on serving individuals and families. Its client-facing work centers on financial planning and portfolio management for individuals and small businesses. The firm charges a blend of percentage-of-AUM, hourly and fixed fees, and runs mainly discretionary mandates, indicating active day-to-day management of client portfolios. Equities are the clear focal point of Brevity & Associates’ investment approach. The firm favors exchange-traded vehicles for core exposure while supplementing equity exposure with mutual funds and select alternative holdings. It does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. The firm does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices