Brave Boat Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,000,000
Clients
25
80% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$1,880,000
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
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 location
Brave Boat Capital Advisors
71 Commercial Street, Suite 52
Boston MA 02109, United States
Number of offices
3
Most active in
Brave Boat Capital Advisors has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")