Brave Family Advisors

Brave Family Advisors provides discretionary portfolio management to individual and high‑net‑worth clients as well as charitable institutions, foundations, estates, and trusts, and it offers investment consulting to participant‑directed retirement plans under ERISA Section 404(c). As of December 31, 2025 the firm managed roughly $624 million in client assets and delivers regular account monitoring and custodial reporting through third‑party custodians.

The firm constructs personalized portfolios based on each client’s risk tolerance and generally favors balanced allocations to equities and fixed income, using charting, fundamental, technical, and cyclical analysis to inform investment decisions. Implementation can include long and short positions, options and derivatives, and, in limited cases, margin or short‑term borrowing; these instruments are employed sparingly and with client consultation, and the firm may also allocate to Crypto ETFs subject to suitability review.

Compared with many peer team firms, Brave Family Advisors is unusual in explicitly permitting the use of derivatives and allowing borrowing within separately managed accounts while documenting controls that limit leverage and confine option activity to a small number of accounts. The firm also does not maintain custody of client assets, does not charge performance‑based fees, and provides ERISA plan consulting on a non‑discretionary, educational basis.