RIA Intel›Advisers›Connecticut›BRAE HEAD, INC.

BRAE HEAD, INC.

Advisory

ESSEX, CT

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in CT

#904

of 1,312 advisers by AUM

Average account

$915K

across 99 accounts

AUM per adviser

$91M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$91M

Discretionary AUM$89M

Non-Discretionary AUM$1M

Discretionary %98.6%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCT, MA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

50 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

OXFORD GATE MANAGEMENT, LLC

$91M

RAYLOR INVESTMENTS LLC

$90M

NSM CAPITAL MANAGEMENT LLC

$90M

CARL F. BAILEY, JR.

$90M

FG II VENTURES, LLC

$91M

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT

$89M

Get the full picture on BRAE HEAD, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BRAE HEAD, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans