A complete list of active advisors currently associated with Braswell Capital, LLC

Warmer can help you find a great advisor at Braswell Capital, LLC or one who fits your needs even better.

Braswell Capital provides financial planning and investment advisory services targeted to individuals and households in disadvantaged communities and, occasionally, small businesses in those communities. The firm’s stated services include cash‑flow and retirement planning, college education planning, debt counseling, asset allocation, and advice on investment products. Braswell Capital bases its advice on fundamental and cyclical analysis and predominantly recommends mutual funds, using computer models for asset allocation and risk modeling where appropriate. The firm does not take custody of or manage client assets and charges fixed hourly fees for its advisory work rather than assessing fees based on a percentage of assets under management. Distinctive aspects include an explicit mission to serve disadvantaged communities and an hourly billing model, both of which are uncommon among firms classified as investment managers that typically manage pooled or institutional assets and charge AUM fees. The firm also discloses it has not historically held client assets, does not recommend or select other investment advisers, does not accept third‑party compensation, and the principal maintains full‑time federal employment.

To learn more about the advisors currently working at Braswell Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.