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BRAVE FAMILY ADVISORS
Legal name: BRAVE ASSET MANAGEMENT, INC.
CRD 108512File 801-42617
APPROVED
Retail clients
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$624.3M
Above cohort median (national)
Discretionary AUM
$624.3M
Clients
356
922 accounts
Employees
7
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 29, 1992
- Principal office
- 47 SUMMIT AVENUE, SUMMIT, NJ, 07901
- Phone
- 908-522-8822
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $624.3M
- Discretionary AUM
- $624.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 922
- Non-discretionary accounts
- 0
- Total accounts
- 922
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $1.3M |
| Charitable organizations | 15 | $11.3M |
| High net worth individuals | 93 | $517.7M |
| Pension and profit sharing plans | 10 | $1.9M |
| Individuals (other than high net worth individuals) | 234 | $92.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.