Brave Asset Management, Inc.
- Regulatory AUM
- $624M
- Discretionary
- $624M
- Clients
- 356
- Avg AUM / client
- $1.8M
- Accounts
- 922
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 234 | $92.1M | 14.8% |
| High net worth individuals | 93 | $518M | 82.9% |
| Pension and profit sharing plans | 10 | $1.9M | 0.3% |
| Charitable organizations | 15 | $11.3M | 1.82% |
| Corporations and other businesses | 4 | $1.3M | 0.2% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bunting, David, Gardner | Owner | Aug 1992 (34y) | 5% – 10% | |
| Thomas Brett Haire | Chairman And Secretary Treasurer | Aug 1992 (34y) | 10% – 25% | |
| Scott Anthony Morrison | President | Feb 2016 (10y) | Less than 5% | |
| James Patrick Haire | Chief Operating Officer, Chief Financial Officer And Chief Compliance Officer | Aug 2019 (7y) | 10% – 25% | |
| Yiorgos Georgeson | Registered representative | CFP CFA | Jan 2018 (9y) | |
| Peter Carl Van Alstyne | Registered representative | Aug 2020 (6y) | ||
| William Michael Swart | Registered representative | Nov 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marion C. Morrison Trust 2015 | Owner | Mar 2023 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $624M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗