A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

Brave Family Advisors

Summit, NJOutsourced family office provideridentity confidence 90%Top 500 by research prioritybravefamilyadvisors.com

Why this class: Brave Family Advisors is a registered wealth advisory firm offering investment management and family office services to many client families, now part of AlphaCore Wealth Advisory..

Verified Sep 13, 2026 (4 days ago)
Last observed Sep 13, 2026 · 77 observations · 4 sources
4 people · 8 investments · 156 public positions · 26 events
Identity
90
high
Data depth
70
high
Freshness
100
high
Active deployment
0
low
Direct investing
70
high
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
60
high
Mandate confidence
70
high

Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.

Overview
Profile completeness 59% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
unknown
Headquarters
Summit, NJ
Office address
47 SUMMIT AVENUE, Summit, NJ, 07901
Business phone
908-522-8822
Website
bravefamilyadvisors.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $427M. Regulatory AUM $624M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$624M as of Mar 11, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Oct 29, 1992 · 7 employeesFact
Client mix (Form ADV 5.D)
Individuals: 234 ($92.1M); Corporations: 4 ($1.3M); Pension plans: 10 ($1.9M); Charitable organizations: 15 ($11.3M); High net worth individuals: 93 ($518M)Fact
Form 13F
$427M across 161 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%Brave Family Advisors is a registered wealth advisory firm offering investment management and family office services to many client families, now part of AlphaCore Wealth Advisory.Factverifiedbravefamilyadvisors.com“Your Brave team will continue providing the investment management and family office guidance you know”
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Family and wealth origin
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
PersonTitleResponsibilityBusiness contactSource
Scott Anthony MorrisonPresidentLeadershipnone on recordreports.adviserinfo.sec.gov Fact
Thomas Brett HaireChairman and Secretary-TreasurerLeadershipnone on recordreports.adviserinfo.sec.gov Fact
James P. HaireCCOOperations and finance
phone: 908-522-8822 (published by the subject, Apr 17, 2026)
sec.gov Fact
James Patrick HaireChief Operating Officer, Chief Financial Officer and Chief Compliance OfficerOperations and financenone on recordreports.adviserinfo.sec.gov Fact
Office contact points
Business phone: 908-522-8822 (published by the subject) adviserinfo.sec.gov
Office address: 47 SUMMIT AVENUE, Summit, NJ, 07901 (published by the subject) adviserinfo.sec.gov
Office address: 47 Summit Ave, Summit, NJ, 07901 (published by the subject) sec.gov
Website: linkedin.com (published by the subject) adviserinfo.sec.gov
Website: bravefamilyadvisors.com (published by the subject) bravefamilyadvisors.com
Investment mandate

inferred only: public equity book 426721706.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$427M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Stakes the office filed (Schedule 13D, 13G, Section 16)

From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.

First filedIssuerFiled asFilings
Jan 31, 2013CITIGROUP INCSchedule 13G (passive)1x SC 13G, 3x SC 13G/A on CITIGROUP INC (C, C-PN) between 2013-01-31 and 2017-02-06 sec.gov
Jan 31, 2013ZIONS BANCORPORATION /UT/Schedule 13G (passive)1x SC 13G, 1x SC 13G/A on ZIONS BANCORPORATION /UT/ (ZION, ZIONL, ZIONO, ZIONP) between 2013-01-31 and 2014-02-11 sec.gov
Jan 5, 2011ACCURIDE CORPSchedule 13G (passive)1x SC 13G, 1x SC 13G/A on ACCURIDE CORP between 2011-01-05 and 2011-02-04 sec.gov
Feb 4, 2009CALIPER LIFE SCIENCES INCSchedule 13G (passive)1x SC 13G, 1x SC 13G/A on CALIPER LIFE SCIENCES INC between 2009-02-04 and 2011-02-02 sec.gov
Jun 3, 2005SUNTERRA CORPSchedule 13G (passive)1x SC 13G, 1x SC 13G/A on SUNTERRA CORP between 2005-06-03 and 2006-02-10 sec.gov
Feb 7, 2005NORTHWESTERN CORPSchedule 13G (passive)1x SC 13G, 1x SC 13G/A on NORTHWESTERN CORP between 2005-02-07 and 2005-09-20 sec.gov
Feb 7, 2005XO COMMUNICATIONS INCSchedule 13G (passive)2x SC 13G, 2x SC 13G/A on XO COMMUNICATIONS INC between 2005-02-07 and 2006-02-10 sec.gov
Jun 10, 2003KRISPY KREME DOUGHNUTS INCSchedule 13G (passive)1x SC 13G, 3x SC 13G/A on KRISPY KREME DOUGHNUTS INC between 2003-06-10 and 2004-11-05 sec.gov
Form 13F holdings

Top 40 positions of 161 for the quarter ended Mar 31, 2026; $373M shown of $427M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
ISHARES TREAFE VALUE ETF$54.8M737,65912.9%
ISHARES TRCORE US AGGBD ET$39.7M399,4909.3%
SELECT SECTOR SPDR TRSTATE STREET TEC$35.6M267,5558.3%
APPLE INCCOM$22.1M87,0415.2%
ZIFF DAVIS INCCOM$19.7M470,2824.6%
STATE STR SPDR S&P 500 ETF TTR UNIT$19.6M30,1244.6%
VANGUARD INDEX FDSS&P 500 ETF SHS$19.0M31,7734.4%
ALPHABET INCCAP STK CL C$17.9M62,3224.2%
ISHARES GOLD TRISHARES NEW$15.2M172,0493.6%
MICROSOFT CORPCOM$14.8M39,9733.5%
JPMORGAN CHASE & COCOM$14.2M48,1653.3%
SELECT SECTOR SPDR TRSTATE STREET HEA$12.8M87,5153.0%
AMAZON COM INCCOM$9.3M44,4842.2%
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$7.9M105,6111.9%
SELECT SECTOR SPDR TRSTATE STREET CON$7.7M70,2351.8%
SELECT SECTOR SPDR TRSTATE STREET CON$6.3M76,3331.5%
AMERICAN EXPRESS COCOM$4.9M16,0641.1%
CORNING INCCOM$4.7M34,2501.1%
STATE STR SPDR S&P 500 ETF T PutTR UNIT$4.6M7,1001.1%
BERKSHIRE HATHAWAY INC DELCL B NEW$4.0M8,3200.9%
ALPHABET INCCAP STK CL A$3.6M12,5670.8%
SELECT SECTOR SPDR TRSTATE STREET UTI$3.3M72,7840.8%
ISHARES TRS&P 500 VAL ETF$2.8M13,2420.7%
NORTHROP GRUMMAN CORPCOM$2.5M3,7120.6%
JOHNSON & JOHNSONCOM$2.3M9,3670.5%
NVIDIA CORPORATIONCOM$2.2M12,7310.5%
WHITE MTNS INS GROUP LTDCOM$2.0M9240.5%
INTERNATIONAL BUSINESS MACHSCOM$1.8M7,2290.4%
MERCK & CO INCCOM$1.7M14,1640.4%
VERIZON COMMUNICATIONS INCCOM$1.7M33,2390.4%
ALLSTATE CORPCOM$1.6M7,8650.4%
GOLDMAN SACHS GROUP INCCOM$1.6M1,9040.4%
COCA COLA COCOM$1.6M21,0770.4%
ELI LILLY & COCOM$1.6M1,7370.4%
CISCO SYS INCCOM$1.5M18,9620.3%
BLACKSTONE INCCOM$1.4M12,4190.3%
BANK AMERICA CORPCOM$1.3M26,9990.3%
YUM BRANDS INCCOM$1.3M8,3870.3%
AMGEN INCCOM$1.2M3,4660.3%
EXXON MOBIL CORPCOM$1.2M7,1590.3%
Changes between the last two quarters
  • Mar 31, 2026 Brave Asset Management Inc opened a $4,617,414 position in State Str Spdr S&p 500 Etf T (7,100 shares) sec.gov
  • Dec 31, 2025 Brave Asset Management Inc increased Select Sector Spdr Tr 133,076 -> 266,690 shares ($37,496,963 -> $38,395,359) sec.gov
  • Dec 31, 2025 Brave Asset Management Inc increased Select Sector Spdr Tr 34,929 -> 71,818 shares ($3,045,024 -> $3,065,910) sec.gov
  • Dec 31, 2025 Brave Asset Management Inc increased Select Sector Spdr Tr 33,969 -> 69,472 shares ($8,138,654 -> $8,295,652) sec.gov
  • Sep 30, 2025 Brave Asset Management Inc reduced Spdr S&p 500 Etf Tr 3,500 -> 2,500 shares ($2,162,475 -> $1,665,450) sec.gov
  • Jun 30, 2025 Brave Asset Management Inc reduced Select Sector Spdr Tr 115,416 -> 10,374 shares ($5,748,871 -> $543,286) sec.gov
  • Jun 30, 2025 Brave Asset Management Inc opened a $37,648,471 position in Ishares Tr (379,283 shares) sec.gov
  • Jun 30, 2025 Brave Asset Management Inc reduced Spdr S&p 500 Etf Tr 48,276 -> 27,049 shares ($27,005,112 -> $16,735,703) sec.gov
  • Jun 30, 2025 Brave Asset Management Inc increased Spdr S&p 500 Etf Tr 2,500 -> 3,500 shares ($1,398,475 -> $2,162,475) sec.gov
  • Jun 30, 2025 Brave Asset Management Inc exited Select Sector Spdr Tr (was $3,670,746, 28,006 shares) sec.gov
  • Jun 30, 2025 Brave Asset Management Inc reduced Vanguard Intl Equity Index F 138,980 -> 99,808 shares ($8,430,527 -> $6,719,110) sec.gov
  • Jun 30, 2025 Brave Asset Management Inc increased Ishares Tr 471,838 -> 679,009 shares ($27,810,132 -> $43,154,720) sec.gov
  • Mar 31, 2025 Brave Asset Management Inc reduced Select Sector Spdr Tr 66,567 -> 33,872 shares ($5,038,456 -> $2,670,807) sec.gov
  • Mar 31, 2025 Brave Asset Management Inc increased Select Sector Spdr Tr 11,378 -> 115,416 shares ($549,899 -> $5,748,871) sec.gov
  • Mar 31, 2025 Brave Asset Management Inc increased Spdr S&p 500 Etf Tr 34,465 -> 48,276 shares ($20,199,247 -> $27,005,112) sec.gov
  • Mar 31, 2025 Brave Asset Management Inc increased Vanguard Intl Equity Index F 34,213 -> 138,980 shares ($1,964,168 -> $8,430,527) sec.gov
  • Mar 31, 2025 Brave Asset Management Inc opened a $3,670,746 position in Select Sector Spdr Tr (28,006 shares) sec.gov
  • Mar 31, 2025 Brave Asset Management Inc reduced Select Sector Spdr Tr 125,769 -> 85,191 shares ($17,302,041 -> $12,438,738) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedBrave Family Advisors: CANDIDATE_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Brave Family Advisors is a registered wealth advisory firm offering investment management and family office services to many client families, now part of AlphaCore Wealth Advisory.)ClassificationFactbravefamilyadvisors.com
  • Sep 11, 2026Office discoveredBrave Family Advisors found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 77 shown.

Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (3 days)
Contactability
+30 named decision-makers (Thomas Brett Haire (Chairman and Secretary-Treasurer); Scott Anthony Morrison (President))
+20 verified business phones (2)
+10 office address
Data confidence
+10 website
+10 people
+15 investments
+5 public holdings
+10 regulatory record
+20 independent sources (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (4 sources)
+30 analyst-verified
Research priority
+14 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($624,289,774)
+15 direct investments on record
+0 rank (238)
Mandate confidence
+70 mandate supported by observed investments
Identity confidence
+90 classification (OUTSOURCED_FAMILY_OFFICE (Brave Family Advisors is a registered wealth advisory firm offering investment management and family office services to many client families, now part of AlphaCore Wealth Advisory.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (5 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 observed direct investments (8 on the record)
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-11Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Brave Asset Management, Inc. | Brave Family AdvisorsSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)portfolio_management_individuals,pension_consultingMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective1992-10-29Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices4Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone908-522-8822Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients93Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":234,"raum_usd":92138477,"fewer_than_5":false},"corporations":{"clients":4,"raum_usd":1256898,"fewer_than_5":false},"pension_plans":{"cMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,N-PX,SC 13G,SC 13G/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Employees7Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address47 Summit Ave, Summit, NJ, 07901Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address47 Summit Ave, Summit, NJ, 07901Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address47 Summit Ave, Summit, NJ, 07901Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address47 Summit Ave, Summit, NJ, 07901Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address47 Summit Ave, Summit, NJ, 07901Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address47 Summit Ave, Summit, NJ, 07901Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions161Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions168Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions172Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions169Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions167Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions165Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$427MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$425MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$413MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$371MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$321MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$315MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersSummit, NJDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formCorporationMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address47 SUMMIT AVENUE, Summit, NJ, 07901Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)outsourced_family_office
“Your Brave team will continue providing the investment management and family office guidance you know”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) bravefamilyadvisors.comFact
Private funds advised0Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Public stake filed (13D, 13G, Section 16)ZIONS BANCORPORATION /UT/ (ZION, ZIONL, ZIONO, ZIONP)Jan 31, 2013SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)CITIGROUP INC (C, C-PN)Jan 31, 2013SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)ACCURIDE CORPJan 5, 2011SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)CALIPER LIFE SCIENCES INCFeb 4, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)SUNTERRA CORPJun 3, 2005SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)XO COMMUNICATIONS INCFeb 7, 2005SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)NORTHWESTERN CORPFeb 7, 2005SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)KRISPY KREME DOUGHNUTS INCJun 10, 2003SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Accounts (Form ADV)922Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$518MMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$624MMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows4Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Websitebravefamilyadvisors.com
“office website bravefamilyadvisors.com”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) bravefamilyadvisors.comFact
Websitelinkedin.comMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact