Our Purpose

Bray Capital Advisors exists to provide individuals and families with exceptional private wealth management services that exceed their expectations. With offices in Florida and Ohio, Bray Capital Advisors provides independent and objective investment management, tax and estate planning, personal financial planning, and trust administration services to clients throughout the United States.

Every client relationship is anchored in Bray Capital Advisors’ core values –


ability to encourage, inspire or motivate others
Bray Capital Advisors is committed to leadership in all of its activities and relationships. Leadership is impossible without trust and trust must be earned.


eminently good; first-class
Bray Capital Advisors is committed to excellence in every facet of client service. We know that a standard of excellence is difficult to achieve and maintain. Nonetheless, everything we do is benchmarked to the highest level of quality and exceptionalism.


adherence to ethical principles; soundness of character
Bray Capital Advisors is committed to integrity as a central attribute of our existence. We are committed to values and principles that require honesty, sincerity, and trustworthiness. We understand that integrity requires that our actions must be aligned with our words.


unbiased, ability to act without bias or external influence
Bray Capital Advisors is committed to objectivity in developing and providing all professional recommendations as part of the client private wealth management relationship. We never steer our clients into any financial product or service offered by any vendor based on a hidden motivation or agenda.


characterized by visibility or accessibility of information
Bray Capital Advisors is committed to transparency in every client relationship. Our clients have 24 hour-a-day access to all account information and data. Our compensation if fully disclosed and our clients don’t have to worry about hidden fees or charges.


something intrinsically important or desirable
Bray Capital Advisors is committed to providing value in every client relationship. Our value exchange proposition is devoted to providing private wealth management services to our clients with value that exceeds the compensation rendered for our services.

Bray Capital Advisors, LLC is an SEC registered investment adviser with headquarters in Naples, Florida.