Bray Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bray Capital Group LLC provides discretionary portfolio management and pension consulting to individuals and pension and profit‑sharing plans, preparing an Investment Policy Statement for each client and monitoring accounts on an ongoing basis. The firm also offers insurance products, including annuities, and may recommend or place clients with third‑party investment managers.
Investment implementation typically uses mutual funds, ETFs and insurance vehicles and draws on multiple analysis methods (fundamental, technical, charting, cyclical, quantitative and modern portfolio theory) to align portfolios with documented risk tolerance and time horizon. The firm seeks discretionary authority to execute trades, issues quarterly reports through custodians, and in some cases directs clients to third‑party managers or acts as a solicitor for those managers.
Notable distinctions include the firm’s licensed insurance‑agent activities and its explicit pension consulting practice, both of which are less common among independent advisers and are disclosed as outside business activities. The brochure also discloses additional outside businesses (including an independent insurance agency and a counseling practice) and the potential for fee‑sharing or commission conflicts when recommending third‑party managers or commissionable insurance products; these relationships are disclosed to clients.
Client services
Expertise
Fee options
$0+: 1.25% annually for Portfolio Management Fees (flat rate for all assets) $0+: Up to 2.00% total fee (combined BCGL and third party) for Selection of Other Advisers (Fee split negotiable) $0 - $500,000: 2.00% annually for Pension Consulting Services $500,001 - $1,000,000: 1.75% annually for Pension Consulting Services $1,000,001+: 1.35% annually for Pension Consulting Services
Minimum fee: Account setup fee for small accounts under $25,000: 3% of initial balance or $350, whichever is less Fee-only: Fees are charged on assets under management, no commissions accepted
Main office
1489 W Warm Springs Road, Suite 110
Henderson NV 89014
Advisors at this office
1
Most active in
Nevada
Also doing business as
Bray Capital Group LLC · Bray Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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