Brave Asset Management Inc.
Brave Asset Management Inc, also known as Brave Family Advisors, is an SEC-registered investment adviser based in Summit, New Jersey. The firm was founded in 1999 and provides personalized wealth management and investment advisory services to high-net-worth individuals, families, and select institutions. With a team of approximately 7 employees, the firm focuses on holistic, client-centric portfolio management and financial planning.
Investment Strategy
Brave Asset Management Inc employs a discretionary investment management strategy, constructing diversified portfolios tailored to clients’ specific goals, risk tolerance, and financial circumstances. Their approach emphasizes long-term growth, capital preservation, and prudent risk management by investing primarily in a mix of equities, fixed income, and alternative asset classes, while also offering financial planning and family office-style advisory services. The firm regularly reviews and rebalances portfolios to align with changing market conditions and client objectives.
Top Holdings
Equity Positions (164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFV | ISHARES TR | 11.44% | $47.3M | 696,832 | $52.74 | $67.83 | +$4.1M |
A AGG | ISHARES TR | 9.32% | $38.5M | 383,923 | $99.21 | $100.25 | +$831.9K |
X XLK | SELECT SECTOR SPDR TR | 9.08% | $37.5M | 133,076 | $112.15 | $281.86 | +$4.0M |
A AAPL | APPLE INC | 5.34% | $22.1M | 86,643 | $53.05 | $254.63 | +$5.4M |
M MSFT | MICROSOFT CORP | 4.92% | $20.3M | 39,271 | $118.34 | $517.95 | +$1.4M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $1.7M | 25 | $666.18 | $576.09 | -10 | -$497.0K |
C CRSP | CRISPR THERAPEUTICS AG | Bought | Call | $933.3K | 144 | $64.81 | $46.46 | +4 | +$252.3K |
G GS | GOLDMAN SACHS GROUP INC | — | Put | $796.4K | 10 | $796.35 | $546.29 | 0 | +$88.6K |
N NOC | NORTHROP GRUMMAN CORP | New | Put | $304.7K | 5 | $609.32 | $609.32 | +5 | +$304.7K |