AARON BRASK CAPITAL LLC
LAKE WORTH BEACH, FLORIDA

AARON BRASK CAPITAL LLC is an independent fee-only Registered Investment Advisor (RIA) situated in Lake Worth Beach, Palm Beach County, Florida. The firm distinguishes itself by emphasizing a simpler and more natural approach to generating steady and increasing income streams, particularly for individuals planning for retirement needs without overly relying on market performance. Founded on October 13, 2010, AARON BRASK CAPITAL is managed under the leadership of David A Brask. The company focuses on creating personalized financial strategies tailored to clients' unique goals and risk profiles. By leveraging an evidence-based approach with deep analytic expertise, AARON BRASK CAPITAL strategically avoids common pitfalls in investment advice and offers a transparent service with no underlying commissions to ensure unbiased guidance. The firm advises against traditional methods, such as high-fee annuity products or the necessity of selling principal to achieve income targets. AARON BRASK CAPITAL prides itself on providing personalized solutions that can include developing customized indexes for ultimate customization or assisting in the selection of funds and managers aimed at optimizing investment performance. Clients benefit from a professional service that combines analytical rigor with personal care, akin to appreciating a meticulously crafted vehicle rather than just its components. The firm's commitment to integrity is underscored by its adherence to fiduciary standards. It ensures clients have access to informed decisions throughout their investment journey, supported by comprehensive research and educational programs tailored to individual needs—from formulating investment policies to deep-diving into specific investments. For inquiries and further engagement, clients can reach the company at (561) 972-7165 or visit their website at aaronbraskcapital.com. The last annual report filed was on January 16, 2024, indicating an ongoing commitment to regulatory compliance and transparency in operations.