Brave Boat Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brave Boat Capital Advisors provides financial planning, portfolio management and investment consultation to individuals, high‑net‑worth clients and retirement plans, and discloses a separate plan‑sponsor brochure for its pension consulting services. The firm’s planning work covers cash flow, retirement, tax and estate issues, and it also offers periodic complimentary educational workshops on personal finance and investing.
Portfolios are constructed with Modern Portfolio Theory as a foundation and supplemented by tactical shifts, Core‑and‑Satellite allocations and momentum‑based overlays, implemented either internally or via recommended third‑party managers. The firm’s disclosed investment universe includes mutual funds, ETFs, individual securities and alternative investments, and for qualified/accredited clients it may access private funds and derivative instruments (including options), with related risks described in its materials.
What is distinctive in the brochure is the combination of retirement‑plan advisory, ongoing investor education and the documented use of derivatives strategies for appropriate clients — features that are statistically less common among peers. Together with its emphasis on customized plans and tactical overlays, these elements set the firm apart from advisers that focus solely on traditional, passive AUM management.
Client services
Expertise
Fee options
Project-based financial planning fixed fees ranging from $1,000 to $20,000
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001 - Negotiable: Negotiable
$350 per hour for limited planning component engagements
Fee-only: Financial planning fees range from $1,000 to $20,000 fixed fees for project-based engagements; hourly rate of $350 per hour for limited planning components
Main office
71 Commercial Street, Suite 52
Boston MA 02109
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Brave Boat Capital Advisors · Brave Boat Capital, LLC
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
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