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BRACKET CAPITAL

WEST HOLLYWOOD, CA · CRD 291692 · IAPD ↗ · bracketcapital.com · 844-218-3370

$2.57BRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
51Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — BRACKET CAPITAL reported RAUM up 45% ($1.77B -> $2.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — BRACKET CAPITAL crossed $1B in regulatory AUM ($934.9M -> $1.77B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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