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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 Sep 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
- Website
- HTTP://WWW.BRAVEASSET.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 361 | 356 | decreased by5 |
| Apr 1, 2026 | AUM | $542,786,417 | $624,289,774 | increased by$81,503,357 |
| Apr 1, 2026 | Accounts | 882 | 922 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 222 | 361 | increased by139 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $482,238,374 | $542,786,417 | increased by$60,548,043 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 618 | 882 | increased by264 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 188 | 222 | increased by34 |
| Apr 1, 2022 | AUM | $397,456,246 | $482,238,374 | increased by$84,782,128 |
| Apr 1, 2022 | Accounts | 517 | 618 | increased by101 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRAVE FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRAVE FAMILY” may also match similarly-named firms). Confirm identity against each filing.
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.