9AT: BRAY CAPITAL ADVISORS, LLC

Adviser Profile

As of Date	05/07/2025
Registration status	Terminated
ADV Location	NAPLES, FL, United States
Contact Info	239 xxxxxxx
Websites

AUM^*	413,430,597 2%
of that, discretionary	413,430,597 2%
Number of Employees	5 -17%
of those in investment advisory functions	3 -25%
Private Fund GAV^*	0
Avg Account Size	1,634,113 6%
% High Net Worth	69.14% 1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ZIMMERMANN ALAN L	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM209.2m	#Funds-
Adviser ST. CLAIR ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser MBL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser SUMMIT PLACE FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM300.4m	#Funds-
Adviser PALUMBO WEALTH MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM543.4m	#Funds-
Adviser PLATTE RIVER WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM544.3m	#Funds-
Adviser MASSACHUSETTS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM301.5m	#Funds-
Adviser PERSONAL CFO SOLUTIONS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser ACIMA PRIVATE WEALTH LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM420.4m	#Funds-
Adviser GLASSY MOUNTAIN ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM369.8m	#Funds-

Brochure Summary

Overview

A. The Company Bray Capital Advisors, LLC is a Florida limited liability company that was founded in 2014 and has been registered as an investment adviser with the U.S. Securities and Exchange Commission since 2014. Throughout this disclosure brochure, Bray Capital Advisors, LLC is referred to as “BCA” or the “firm.” The sole owner of BCA is Christopher P. Bray.
BCA is a fee-only firm and adheres to the fiduciary standard of putting our clients’ interests first. BCA client investment portfolios are held at Schwab, Fiduciary Trust Company, and Fidelity.BCA provides customized, fee-only, wealth management services to high net worth individuals and their families.
BCA does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with any person or firm selling financial products or securities. The firm will not accept commission revenue from any person or firm.
B. Wealth Management Services BCA provides the following services as part of its wealth management service offering for clients: ● Investment management ● Tax compliance and consulting ● Estate and succession planning ● Fiduciary planning and consulting ● Personal financial planning The firm’s customized investment management service begins with a review of each client’s goals and objectives as well as an assessment of the client’s risk profile and investment objectives. For each client relationship, BCA prepares an investment policy statement reflecting

the client’s investment objectives, time horizon, tolerance for risk, as well as any other portfolio restraints.
BCA builds and manages investment portfolios unique to each client using individual stocks, bonds, and exchange traded funds (commonly known as “ETFs”). The firm’s management of client investment portfolios is based on the client’s investment objectives and guidelines as documented in the investment policy statement. BCA manages client investment portfolios on a discretionary basis. Clients provide BCA full authority to manage each client investment portfolio in accordance with the client’s investment objectives and guidelines as documented in the investment policy statement.
C. Client Tailored Services and Client Imposed Restrictions BCA offers the same suite of services to all of its clients. However, in order to provide appropriately individualized services, BCA will work with each client to obtain information regarding the client’s financial circumstances, investment objectives, overall financial condition, income and tax status, personal and business assets, risk profile and other information regarding the client’s financial and investment needs. Clients may impose reasonable restrictions on investing in certain securities or types of securities in their investment portfolios.
D. Assets Under Management As of December 31, 2023, the total amount of client assets managed by BCA is approximately $413,430,597. All assets are managed on a discretionary basis.

BRAY CAPITAL ADVISORS, LLC

BRAY CAPITAL ADVISORS, LLC

ARIEL CAPITAL ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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Brochure Summary

Overview

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BRAY CAPITAL ADVISORS, LLC BRAY CAPITAL ADVISORS, LLC ARIEL CAPITAL ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BRAY CAPITAL ADVISORS, LLC

BRAY CAPITAL ADVISORS, LLC

ARIEL CAPITAL ADVISORS, LLC