BRAY CAPITAL ADVISORS, LLC
Adviser information for BRAY CAPITAL ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 253 | $413.4M |
| Non-Discretionary | 0 | $0 |
| Total | 253 | $413.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 24 | $16.8M |
| HNW Individuals | 56 | $394.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-79105 |
|---|---|
| SEC ERA File Number | 801-79105 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170289 |
| Legal Entity Identifier | None |
Principal Office
9115 CORSEA DEL FONTANA WAYSUITE 200
NAPLES
FL
United States
Monday - Friday, 8:30 - 5:00
Tel: 239-451-6008, Fax: 239-431-3914
Websites
Chief Compliance Officer
CHRISTOPHER P. BRAY
PRESIDENT
9115 CORSEA DEL FONTANA WAY
SUITE 200
NAPLES
FL
United States
Tel:
239-451-6008
Fax:
239-431-3914
C*****@**********************M
(Full email address available in API data)
Industry Affiliates
| LAW FIRM | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRAY, CHRISTOPHER, PAUL | Individual | – | MANAGER/MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | 01/2014 | > 75% |