# BRAVE Family Advisors

BRAVE Family Advisors is a Multi Family Office based in Summit, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Summit, United States
- **Region:** North America
- **Address:** 47 Summit Ave #A, Summit, NJ 07901, United States
- **Founded:** 1992
- **Assets under management:** Over $600 million (per firm website)
- **Website:** bravefamilyadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/brave-asset-management

## Regulatory record

- **CRD number:** 108512
- **SEC file number:** 801-42617
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108512

## About

BRAVE Family Advisors was established in 1992 by Brett Haire and Dave Bunting, both former senior executives at First Boston Corporation. Scott Morrison became a shareholder in 2016. The firm operates from offices in Summit, New Jersey and Tiverton, Rhode Island. It provides investment management, retirement planning and financial advisory services. Confirmed activity spans fund-of-funds commitments, hedge fund allocations, private equity and philanthropic vehicles. Geographic focus remains North America. No specific portfolio holdings or co-investors are named in public materials. The firm lists nine professionals and states more than 150 years of combined investment experience. It maintains an SEC registration as a federal investment adviser. Recent activity includes co-sponsorship of the 17th Annual Frozen Turkey Drive in 2024 and a recruiting relationship with Bryant University. The firm functions as a registered investment adviser serving multiple families rather than a single-family office. Governance centers on the three named principals with no disclosed succession plan or external ownership.

## Sectors

- Private Equity
- Hedge Funds

## Offices

- Tiverton, RI, United States

## People

- Brett Haire, Jr. — Co-Founder
- Dave Bunting — Co-Founder, Vice-Chairman
- Scott Morrison — President and Chief Investment Officer

## Questions

### Who runs investment decisions at BRAVE Family Advisors?

Scott Morrison serves as President and Chief Investment Officer. Brett Haire and Dave Bunting remain active as co-founders.

### Does BRAVE Family Advisors participate in fund commitments or only direct deals?

Public materials list fund-of-funds, hedge funds and private equity among confirmed investment types without naming specific vehicles or direct holdings.

### Where does BRAVE Family Advisors maintain offices?

Headquarters is in Summit, New Jersey with a second office in Tiverton, Rhode Island.

### How is BRAVE Family Advisors related to any parent or spinout?

No parent company or spinout relationship is disclosed. The firm remains independent since its 1992 founding.

## Related profiles

- [Attinger](https://altss.com/profile/attinger-llc)
- [Patagonia Capital](https://altss.com/profile/patagonia-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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