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BRAMSHILL INVESTMENTS, LLC

NAPLES, FL · CRD 162492 · IAPD ↗ · (239) 920-7310

$8.14BRegulatory AUM
33Advisory reps
38Employees
0Clients
n/aPlanning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — BRAMSHILL INVESTMENTS, LLC reported RAUM up 43% ($4.83B -> $6.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — BRAMSHILL INVESTMENTS, LLC grew from 15 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.