SourcingSourcing

BRAVIAS CAPITAL GROUP, LLC

C47
CRD 289589·SEC 801-128383·ISELIN, NJ
AUM
$212.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$636K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRAVIAS CAPITAL GROUP, LLC
CRD
289589
SEC file #
801-128383
EIN
451604911
DBA names
Bravias Financial

Economics

AUM
$212.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$181.0M → $212.0M▲ +17%
Client mix
Individuals Other400
Individuals High Net Worth39

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
6 advisors → 7 advisors▲ +17%
Primary office
ISELIN NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
youtube.com/braviasfinancial

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZEITZ, RICHARD, ROSS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ZEITZ, RICHARD, ROSS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002054328
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-06
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002054328-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3073
Soi Zip Pct 200k Plus
0.0832
Soi Zip Returns 200k Plus
820
Soi Zip Total AGI
1,000,287
Fdic Zip Total Deposits
21,182,900,000
Fdic Zip Branch Count
180
Fdic Zip Top Banks
Provident Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade5
Edgar Addresses
Mailing
33 WOOD AVENUE SOUTH, 6TH FLOORISELIN, NJ 08830
Business
33 WOOD AVENUE SOUTH, 6TH FLOORISELIN, NJ 08830
Edgar EIN
451604911
Edgar Recent Filings
13F-HR2026-04-28 · 0002054328-26-000002
13F-HR2026-01-29 · 0002054328-26-000001
Fdic Zip Branches Raw
First Savings Bank, SLAIselin, NJ
National Westminster Bank NJIselin, NJ
Fdic Zip HHI
2174.88
Fdic Zip Top Bank Share Pct
37.13
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,289
Returns2,310
Stub 2
AGI70,088
Returns1,880
Stub 3
AGI90,775
Returns1,470
Soi Zip Total Business Income
22,774
Soi Zip Total Cap Gains
53,703
Soi Zip Total Dividends
49,740
Soi Zip Total Returns
9,860
Top Owner CRD
2579489
Trust Company Affiliate
No

People (6)

6
ZEITZ, RICHARD, ROSS
IAR · Direct Owner · 87.5%
2579489
MATTHEW PETER SOTTILE
IAR
4774814
ANITA JASWANTLAL PATEL
IAR
4614716
STEPHEN MCGAHRAN
IAR
4909580
Logan B Wadsworth
IAR
6950628
ADAM DAVID SUSSMAN
IAR
5300352