RIA IntelAdvisersCaliforniaBRAY FINANCIAL ADVISORS LLC

BRAY FINANCIAL ADVISORS LLC

Advisory

CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA
#4,719
of 5,480 advisers by AUM
Average account
$223K
across 39 accounts
AUM per adviser
$9M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$9M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

STRATEGIC DEVELOPMENT INVESTMENTS, LLC
LOS ANGELES, CA
$9M
-71.1% 1Y
ANDERSON, MICHAEL
$9M
AKTIVE CAPITAL MANAGEMENT, LLC
$9M
CIF ADVISORS INC.
SACRAMENTO, CA
$9M
AVENTINE INVESTMENT SERVICES, INC.
IRVINE, CA
$9M
OLIVER REGAN ADVISORS, LLC
$9M

Get the full picture on BRAY FINANCIAL ADVISORS LLC

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

Create a free account →See plans