Bravias Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Iselin, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $212M in regulatory assets under management, 12 employees, 1 office, and 857 accounts.
Assets Under Management
$212M
Employees
12
Offices
1 office
Total Clients
439
Primary office
ISELIN, NJ
33 WOOD AVENUE SOUTH, 6TH FLOOR, ISELIN, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.1% of total clients.
Top client categories% of clientsClients
1
Individuals
91.1%
400
2
HNWI
8.9%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of March 31, 2026
Discretionary98.8%
$210M
99% of total RAUM98.8%
Non-discretionary1.2%
$3M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$212M
Total Accounts857
10Y AUM Change+$95M (+80.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee37:1
10Y Employee Change+2 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.