# Brascia Investment Management, Inc.

> Brascia Investment Management, Inc. is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 113505
- Filed as: BRASCIA INVESTMENT MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113505
- AdvisorCensus page: https://advisorcensus.com/firm/brascia-investment-management-inc-113505

## Quick answers

**How is Brascia Investment Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Brascia Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Brascia Investment Management, Inc. registered with the SEC or a state?**
Brascia Investment Management, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 113505.

**How much does Brascia Investment Management, Inc. manage?**
Brascia Investment Management, Inc. reports $48,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Brascia Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30).

**Does Brascia Investment Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113505

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $48,000,000
- Discretionary: $48,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 30 | $48,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook facebook.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brascia Investment Management, Inc. (CRD 113505): Form ADV filing data as of October 2026.