Brave Family Advisors
Brave Family Advisors is an SEC-registered wealth manager in Summit, NJ with $624.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Brave Family Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108512, SEC 801-42617, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $624.3M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Summit, NJ
- Employees
- 7
- Clients
- 356
- CRD
- 108512
- Ownership
- BUNTING, DAVID, GARDNER; HAIRE, THOMAS, BRETT; MORRISON, SCOTT, ANTHONY; HAIRE, JAMES, PATRICK; MARION C. MORRISON TRUST - 2015
How much AUM does Brave Family Advisors have?
Brave Family Advisors reported $624.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Brave Family Advisors?
Disclosed owners and executives of Brave Family Advisors include BUNTING, DAVID, GARDNER, HAIRE, THOMAS, BRETT, MORRISON, SCOTT, ANTHONY, HAIRE, JAMES, PATRICK, MARION C. MORRISON TRUST - 2015. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.