Aaron Brask Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$77,407,304
Clients
42
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$1,843,031
About
The firm is a single-advisor registered investment adviser that provides discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. It charges percentage-of-AUM advisory fees and, separately, offers insurance products through a licensed agency affiliation that can generate commission-based compensation.
The firm’s investment process relies on proprietary, research-driven analysis that combines top-down macroeconomic views with security-level evaluation to construct customized portfolios, with a primary emphasis on individual securities. Portfolios are generally managed with a long-term orientation but may be reallocated or traded on shorter time horizons as needed, and the adviser may use ETFs, mutual funds and options for hedging or exposure in accordance with client objectives.
What is distinctive for a firm of this size is the principal’s advanced quantitative background and senior institutional experience, along with an adjunct academic role, which inform the use of individual securities and derivatives in portfolio construction. The firm also maintains institutional relationships with major custodians (receiving certain technology and support benefits) and discloses potential conflicts from insurance commissions and personal trading policies.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
Fixed fees for financial planning engagements based on estimated hours and negotiated hourly rate
0.25% to 1.50% annually depending on size and complexity
Up to $250 per hour for financial planning services
Fee-only: Investment advisory fees and financial planning fees (hourly or fixed fees)
Main office location
Aaron Brask Capital
1005 Lake Avenue, Suite 220
Lake Worth Beach FL 33460, United States
Number of offices
1
Most active in
Aaron Brask Capital has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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