BRAVE Family Office

Overview

BRAVE Family Advisors provides investment management and family office guidance. The firm’s reported clients include individuals, high net worth individuals, charitable organizations, pension plans and corporations.⁷ Its reported advisory services include portfolio management for individuals or small businesses and pension consulting.⁵

The firm’s current website states that Brave Family Advisors has joined AlphaCore Wealth Advisory. It says the Brave team continues providing investment management and family office guidance with AlphaCore support.¹³

History

A 2020 firm announcement said the business changed its name from Brave Asset Management to BRAVE Family Advisors.⁹

The same announcement described growth from one office and two employees to two locations, a nationwide client base and a growing team. It listed the headquarters in Summit and an office in Tiverton, Rhode Island.¹⁰¹¹

A 2026 acquisition report said Brave was formed in 1992 by Brett Haire and Scott Morrison. The report described the firm as serving high net worth and ultra high net worth clients in the greater New York City area through a family office approach.¹⁷

AlphaCore acquired Brave Family Advisors on July 1, 2026. The transaction added seven employees and approximately $700 million in client assets to AlphaCore.¹⁶

Timeline

1. 2020A 2020 firm announcement said the business changed its name from Brave Asset Management to BRAVE Family Advisors.
2. 2026A 2026 acquisition report said Brave was formed in 1992 by Brett Haire and Scott Morrison.

Leadership

Form ADV control person records list Thomas Brett Haire as Chairman and Secretary Treasurer. They list Scott Anthony Morrison as President. James Patrick Haire is listed as Chief Operating Officer, Chief Financial Officer and Chief Compliance Officer.⁸

The firm’s current website quotes Brett Haire, Jr. as Co-Founder of BRAVE Family Advisors.¹⁵

Services

Reported services include portfolio management and pension consulting.⁵ Form ADV summaries describe asset based fees and a fee only compensation model.⁶

The current website presents services for former Brave clients that include in house tax strategy and preparation, investment research, trust and estate coordination, family governance, alternative and private market investment access, and philanthropic planning.¹⁴

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Family governance and education
• Private and alternative investments

Client focus

Filing summaries identify individuals, high net worth individuals, charitable organizations, pension plans and corporations as client categories.⁷ The 2026 acquisition report describes a focus on high net worth and ultra high net worth clients in the greater New York City area.¹⁷

Investment philosophy and approach

The firm’s current website describes shared commitments to enduring relationships, personalized advice and helping families navigate complexities associated with wealth.¹⁴ The acquisition report characterizes the firm’s specialized knowledge as including hedge exposure and financial derivatives used to protect client assets in volatile markets.¹⁸

Assets and minimums

A March 11, 2026 Form ADV record reports $624,289,774 in regulatory assets under management, all discretionary, across 922 accounts.³ A filing summary reports 356 clients, seven employees and one office as of March 11, 2026.⁴

FAQs

Related resources

• LocationMultifamily offices in New Jersey

  This page helps New Jersey families compare multifamily office options by service mix, location, and client focus. A Summit-based business owner can use it to frame questions about investment management, tax planning, philanthropy, family governance, and private investments before contacting a firm.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and related planning topics. These materials can help a family considering BRAVE Family Advisors identify estate planning questions that connect with tax planning, philanthropy, and family governance discussions.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to learn how families organize investment oversight, education, governance, and alternative investments, then consider which responsibilities they may want to address with an advisory firm.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office. A family reviewing investment management options can use it to clarify whether it needs portfolio leadership alone or broader support involving tax planning, governance, education, philanthropy, and private investments.

• Similar firmsLASSUS WHERLEY
  Parisi Gray Wealth Management, LLC
  Integrated Financial Partners

  Profiles of LASSUS WHERLEY, Parisi Gray Wealth Management, LLC, and Integrated Financial Partners offer additional points of comparison on this site. Reviewing these firms can help New Jersey families and business owners evaluate differences in services, client focus, and the kinds of planning questions to raise.

Sources

1. SEC Form ADV , filed March 21, 2025, accessed October 23, 2026.
2. SEC Form ADV , accessed October 23, 2026.
3. FilingExplorer Form ADV summary , as of March 11, 2026, accessed October 23, 2026.
4. Rialytix CRD profile , as of March 11, 2026, accessed October 23, 2026.
5. Indyfin Form ADV summary , accessed October 23, 2026.
6. AdvisorGrade , updated January 1, 2026, accessed October 23, 2026.
7. Rialytix CRD profile , latest filing dated March 11, 2026, accessed October 23, 2026.
8. FilingExplorer , Form ADV data filed March 11, 2026, accessed October 23, 2026.
9. BRAVE Family Advisors announcement , July 2020, accessed October 23, 2026.
10. BRAVE Family Advisors announcement , July 2020, accessed October 23, 2026.
11. BRAVE Family Advisors announcement , July 2020, accessed October 23, 2026.
12. BRAVE Family Advisors and AlphaCore , accessed October 23, 2026.
13. BRAVE Family Advisors and AlphaCore , accessed October 23, 2026.
14. BRAVE Family Advisors and AlphaCore , accessed October 23, 2026.
15. BRAVE Family Advisors and AlphaCore , accessed October 23, 2026.
16. Business of San Diego , accessed October 23, 2026.
17. Business of San Diego , accessed October 23, 2026.
18. Business of San Diego , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.