Brains Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2
Clients
2
0% 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
2
Very LowAverage account size
$1
About
Brains Investments, LLC provides online-only investment advisory services to individual, non-retirement investors through a robo-advisor platform. Clients complete an initial data-gathering questionnaire and receive custodial confirmations and quarterly statements from the custodian.
The firm manages model portfolios using an asset-allocation approach tied to a client’s stated world view, interests, and lifestyle, and emphasizes diversified equity exposure (including selections across the Russell 3000). Model portfolios are reviewed quarterly and the firm has discretionary authority to implement changes within those models; Apex Clearing Corporation is the designated custodian.
Notably, Brains is an internet-only advisor that operates a wrap fee program, a combination that is uncommon among similar supported firms. The brochure also discloses referral compensation arrangements and limited custody via client fee-authorizations and potential standing letters of authorization, and the firm reports a very small reported client base and discretionary AUM relative to many peers, with a focus on non‑HNW retail clients rather than high-net-worth accounts.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $4,999.99: $3 per month fixed fee $5,000+: 0.25% annually, charged monthly
Account minimum: $50 Minimum fee: $3 per month for accounts under $5,000 Fee-only: Fees are wrap fees covering advisory services only, no commissions
Main office location
Brains Investments, LLC
Great Falls VA, United States
Number of offices
1
Most active in
Brains Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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