Aaron Brask Capital
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About
The firm is a single-advisor registered investment adviser that provides discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. It charges percentage-of-AUM advisory fees and, separately, offers insurance products through a licensed agency affiliation that can generate commission-based compensation.
The firm’s investment process relies on proprietary, research-driven analysis that combines top-down macroeconomic views with security-level evaluation to construct customized portfolios, with a primary emphasis on individual securities. Portfolios are generally managed with a long-term orientation but may be reallocated or traded on shorter time horizons as needed, and the adviser may use ETFs, mutual funds and options for hedging or exposure in accordance with client objectives.
What is distinctive for a firm of this size is the principal’s advanced quantitative background and senior institutional experience, along with an adjunct academic role, which inform the use of individual securities and derivatives in portfolio construction. The firm also maintains institutional relationships with major custodians (receiving certain technology and support benefits) and discloses potential conflicts from insurance commissions and personal trading policies.
Client services
Expertise
Fee options
Fixed fees for financial planning engagements based on estimated hours and negotiated hourly rate
0.25% to 1.50% annually depending on size and complexity
Up to $250 per hour for financial planning services
Fee-only: Investment advisory fees and financial planning fees (hourly or fixed fees)
Main office
1005 Lake Avenue, Suite 220
Lake Worth Beach FL 33460
Advisors at this office
2
Most active in
Florida
Also doing business as
Aaron Brask Capital · Aaron Brask Capital LLC · Proactivefp · Set It And Leave It
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Austin G
Series 65
Lake Worth Beach, FL
Aaron Brask Capital
Austin Gardner is an advisor at Aaron Brask Capital with a Series 65 credential and no prior industry experience. His work background includes roles at Broward Health, Broward College, John Costello CPA, and ABB Optical. Aaron Brask Capital is a single-advisor registered investment adviser offering discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. The firm’s investment approach combines top-down macroeconomic analysis with security-level evaluation to create customized portfolios, emphasizing individual securities and employing ETFs, mutual funds, and options as needed.
David B
Series 65
Lake Worth Beach, FL
Aaron Brask Capital
David Brask is a Series 65-licensed financial advisor with 15 years of industry experience. He is the sole advisor at Aaron Brask Capital and has held an adjunct academic position at the University of Florida since 2018. In addition to his advisory role, he is licensed to offer insurance products to clients. Aaron Brask Capital is a single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and project-based financial planning. The firm employs a proprietary, research-driven investment process that integrates macroeconomic analysis and security-level evaluation to build customized portfolios, primarily focused on individual securities and incorporating ETFs, mutual funds, and options as appropriate.
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