Bravo Zulu Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Bravo Zulu Capital Management provides investment management and advisory services to individuals, high-net-worth individuals, and families, offering both discretionary and nondiscretionary account management as well as consultations. The firm documents client goals in investment policy statements and conducts periodic reviews and meetings as part of an ongoing advisory relationship.
The firm’s investment approach centers on strategic asset allocation using a core-and-satellite structure, with passively managed index and ETF exposures as the core and selectively added active strategies in satellite allocations, implemented with global diversification. It employs a mix of fundamental, technical, and cyclical analysis, executes trades under a limited trading authorization while custodians retain custody, and communicates quarterly reviews and client reporting.
Several features distinguish the firm from many peers: it is an initial filing that currently reports no assets or clients and states a minimum account requirement that can be waived, yet its brochure emphasizes serving individual and family clients rather than pooled or institutional vehicles common in this category. The firm’s sole managing member brings an atypical background combining serial entrepreneurship and prior military investigative deployments, the firm provides non-securities advice such as on taxation when requested, and it does not vote client proxies or accept performance-based or commission compensation, operating on a fee-only percentage-of-assets basis.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
1.2% annually
Account minimum: $500,000 Minimum fee: Minimum fee is negotiable and can be waived or adjusted at the firm's discretion Fee-only: Firm is strictly fee-only, no commissions or other compensation
Main office location
Bravo Zulu Capital Management
San Antonio TX, United States
Number of offices
1
Most active in
Bravo Zulu Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")