Braintrust

Braintrust Investment Advisors, LLC provides investment advice to U.S. individual investors through a digital platform operated by an affiliate, offering access via an automated portfolio builder or through advisor-led phone or video consultations. Services emphasize strategic asset allocation and sector-based allocations across equity, balanced, and fixed income approaches and are provided on a non‑discretionary basis with client approval required before executing trades.

The firm’s recommendations are generated using proprietary algorithms and advisor analysis that incorporate fundamental, cyclical, and quantitative inputs; BIA discloses that it also uses AI and large language models as part of its research process with human oversight and controls. Custody and trade execution are handled through Interactive Brokers, and BIA does not take possession of client assets.

A principal of the firm is a registered representative of a FINRA member broker‑dealer and the firm may participate in the sale of private securities offerings to qualified investors, with such activity governed by separate agreements, written disclosures, accredited investor verification, documented due diligence, and annual compliance reviews. The combination of an employee‑owned advisor, an integrated technology/app platform, algorithmic portfolio construction, and the explicit broker‑dealer/private placement arrangements is described in the brochure and is addressed through the firm’s policies, Code of Ethics, and disclosure practices.