A complete list of active advisors currently associated with Bray Capital Group LLC

Warmer can help you find a great advisor at Bray Capital Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bray Capital Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Bray	Henderson, NV	20

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