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BRAY CAPITAL ADVISORS, LLC
9115 Corsea Del Fontana Way
Suite 200
Naples, Florida 34109
Tel: 239-451-6008
About BRAY CAPITAL ADVISORS, LLC
BRAY CAPITAL ADVISORS, LLC, formally registered with the SEC as BRAY CAPITAL ADVISORS, LLC. The firm was established in 01/23/2014. They have over 2 offices throughout the country.
BRAY CAPITAL ADVISORS, LLC is a Naples, Florida based Financial Planning firm with nearly $413,430,597 assets under management, offering retirement planning & investment advisory services to 253 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170289 |
| SEC# | 801-79105 |
| Assets Managed by Firm | $413,430,597 |
| No. of Clients | 253 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 253 | $413,430,597 |
| Individuals (other than high net worth individuals) | 24 | $16,759,672 |
| High net worth individuals | 56 | $394,888,505 |
| Charitable organizations | Fewer than 5 clients | $1,782,420 |
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