Bravo Zulu Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Bravo Zulu Capital Management provides investment management and advisory services to individuals, high-net-worth individuals, and families, offering both discretionary and nondiscretionary account management as well as consultations. The firm documents client goals in investment policy statements and conducts periodic reviews and meetings as part of an ongoing advisory relationship.
The firm’s investment approach centers on strategic asset allocation using a core-and-satellite structure, with passively managed index and ETF exposures as the core and selectively added active strategies in satellite allocations, implemented with global diversification. It employs a mix of fundamental, technical, and cyclical analysis, executes trades under a limited trading authorization while custodians retain custody, and communicates quarterly reviews and client reporting.
Several features distinguish the firm from many peers: it is an initial filing that currently reports no assets or clients and states a minimum account requirement that can be waived, yet its brochure emphasizes serving individual and family clients rather than pooled or institutional vehicles common in this category. The firm’s sole managing member brings an atypical background combining serial entrepreneurship and prior military investigative deployments, the firm provides non-securities advice such as on taxation when requested, and it does not vote client proxies or accept performance-based or commission compensation, operating on a fee-only percentage-of-assets basis.
Client services
Expertise
Fee options
1.2% annually
Account minimum: $500,000 Minimum fee: Minimum fee is negotiable and can be waived or adjusted at the firm's discretion Fee-only: Firm is strictly fee-only, no commissions or other compensation
Main office location
Bravo Zulu Capital Management
San Antonio TX, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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