# Braun-Bostich & Associates Inc.

> Braun-Bostich & Associates Inc. is an SEC-registered investment advisory firm in Canonsburg, PA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 288336
- Filed as: BRAUN-BOSTICH & ASSOCIATES INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Canonsburg, PA
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288336
- AdvisorCensus page: https://advisorcensus.com/firm/braun-bostich-and-associates-inc-canonsburg-pa-288336

## Quick answers

**How is Braun-Bostich & Associates Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Braun-Bostich & Associates Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Braun-Bostich & Associates Inc. charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Flat fee: $2,000 to $10,000 (Project-Based Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Braun-Bostich & Associates Inc. located?**
Braun-Bostich & Associates Inc.'s principal office is in Canonsburg, PA, according to its Form ADV.

**Is Braun-Bostich & Associates Inc. registered with the SEC or a state?**
Braun-Bostich & Associates Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288336.

**How much does Braun-Bostich & Associates Inc. manage?**
Braun-Bostich & Associates Inc. reports $249,638,585 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (98% discretionary).

**How have Braun-Bostich & Associates Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Braun-Bostich & Associates Inc.: Regulatory assets under management: $192,710,128 in the October 2021 data and $249,638,585 in the October 2026 data, up 30%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Braun-Bostich & Associates Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (90).

**Which custodians does Braun-Bostich & Associates Inc. use?**
Braun-Bostich & Associates Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Braun-Bostich & Associates Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288336

**What changed in Braun-Bostich & Associates Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $221,342,520 to $249,638,585 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Minimum annual fee: $11,000

> The Advisor generally requires a minimum annual fee of $11,000

- Flat fee: $2,000 to $10,000 (Project-Based Planning)

> Project-Based Planning – BBA offers financial planning services for a fixed fee ranging from $ 2,000 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $249,638,585
- Discretionary: $244,680,120
- Non-discretionary: $4,958,465

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $56,394,296 |
| High net worth individuals | 90 | $188,227,341 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,958,465 |
| Charitable organizations | Fewer than 5 | $58,483 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [braun-bostich.com](https://braun-bostich.com)
- Facebook @braunbostich
- Instagram @braunbostichandassociates_
- LinkedIn @braun-bostich-associates
- X @ABostich59576
- YouTube @braun-bostich

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,710,128 | 8 | March 30, 2021 |
| October 2022 | $212,049,257 | 8 | March 14, 2022 |
| October 2023 | $181,251,620 | 8 | March 13, 2023 |
| October 2024 | $203,658,601 | 7 | March 20, 2024 |
| October 2025 | $221,342,520 | 7 | March 18, 2025 |
| October 2026 | $249,638,585 | 7 | April 7, 2026 |

Regulatory assets under management: $192,710,128 in the October 2021 data and $249,638,585 in the October 2026 data, up 30%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $221,342,520 to $249,638,585 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Braun-Bostich & Associates Inc. (CRD 288336): Form ADV filing data as of October 2026.