Bravias Capital Group, LLC
Bravias Capital Group, LLC is an independent registered investment adviser headquartered in Iselin, New Jersey. The firm serves individuals, families, and business owners with wealth management, retirement planning, investment management, and insurance solutions through an open-architecture platform. Bravias Capital Group works with affiliated advisors and provides comprehensive planning, advanced case management, and access to a wide array of investment and insurance products via its partner network. The company is fast-growing and emphasizes a client-first, advisor-friendly environment. The firm’s employee count is approximately 10-20.
Investment Strategy
Bravias Capital Group employs an open-architecture investment approach, giving clients access to virtually any investment product or platform. The firm partners with leading strategy providers for innovative asset allocation and analytics, focusing on transparency and high-quality service. As an independent advisor, Bravias Capital tailors solutions to each client’s unique needs, emphasizing fee-based planning and comprehensive risk management—including life and health insurance via relationships with dozens of top-rated insurers. The philosophy centers on personal and business financial planning without proprietary products, allowing flexible, custom portfolios.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BOXX | EA SERIES TRUST | 17.83% | $26.7M | 234,324 | $110.61 | $113.86 | -$2.5M |
B BBUS | J P MORGAN EXCHANGE TRADED F | 8.99% | $13.5M | 111,530 | $106.56 | $120.66 | +$1.5M |
V VGT | VANGUARD WORLD FD | 5.90% | $8.8M | 11,821 | $629.02 | $746.63 | +$1.4M |
G GMOM | CAMBRIA ETF TR | 5.20% | $7.8M | 240,665 | $28.88 | $32.33 | +$912.9K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.35% | $6.5M | 12,939 | $461.00 | $502.74 | +$649.0K |