# Brave Eagle Wealth Management

> Brave Eagle Wealth Management is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 283307
- Filed as: BRAVE EAGLE WEALTH MANAGEMENT
- Legal name: Brave Eagle Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283307
- AdvisorCensus page: https://advisorcensus.com/firm/brave-eagle-wealth-management-new-york-ny-283307

## Quick answers

**How is Brave Eagle Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Brave Eagle Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Brave Eagle Wealth Management located?**
Brave Eagle Wealth Management's principal office is in New York, NY, according to its Form ADV.

**Is Brave Eagle Wealth Management registered with the SEC or a state?**
Brave Eagle Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 283307.

**How much does Brave Eagle Wealth Management manage?**
Brave Eagle Wealth Management reports $101,000,000 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Brave Eagle Wealth Management's assets and staff changed since 2022?**
In the Form ADV data for Brave Eagle Wealth Management: Regulatory assets under management: $30,000,000 in the October 2022 data and $101,000,000 in the October 2026 data, up 237%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brave Eagle Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (37).

**Which custodians does Brave Eagle Wealth Management use?**
Brave Eagle Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Brave Eagle Wealth Management 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/283307

**Does Brave Eagle Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "We do not require minimum income, minimum asset levels or other similar preconditions."

**What changed in Brave Eagle Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1. Registered or notice-filed in FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> We do not require minimum income, minimum asset levels or other similar preconditions.

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

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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: $101,000,000
- Discretionary: $101,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $41,000,000 |
| High net worth individuals | 37 | $60,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- braveeaglewealth.com
- seekingalpha.com/author/robert-ruggirello-cfa
- Facebook @braveeaglewealthmanagement
- LinkedIn @brave-eagle-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $30,000,000 | 2 | May 4, 2022 |
| October 2023 | $42,000,000 | 2 | February 14, 2023 |
| October 2024 | $52,000,000 | 2 | August 28, 2024 |
| October 2025 | $72,000,000 | 2 | February 11, 2025 |
| October 2026 | $101,000,000 | 2 | September 30, 2026 |

Regulatory assets under management: $30,000,000 in the October 2022 data and $101,000,000 in the October 2026 data, up 237%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.
- Registered or notice-filed in FL.

### April 2026
- Regulatory assets under management went from $72,000,000 to $101,000,000 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brave Eagle Wealth Management (CRD 283307): Form ADV filing data as of October 2026.