Bramshill Investments, LLC
Registered investment adviser · Naples, FL · CRD #162492
Form ADV data as of 2026-09-01Regulatory assets
$8.14 billion
Total accounts
2,536
Employees
38
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/in/stephen-selver-95b06b56/
- Telephone: (239) 920-7310
- SEC file number: 801-74578
- Most recent Form ADV filing: 2026-03-17
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $8.14 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $8.14 billion |
| Discretionary accounts | 2,536 |
| Non-discretionary accounts | 0 |
| Total accounts | 2,536 |
| Regulatory assets under management attributable to non-U.S. persons | $141.7 million |
People
| Total employees (excluding clerical) | 38 |
| Employees performing investment advisory functions (including research) | 33 |
| Employees who are registered representatives of a broker-dealer | 13 |
| Employees registered as investment adviser representatives with a state | 13 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 4 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities in which it has another sales interest
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 2,192 | $3.17 billion |
| Investment companies | 8 | $3.56 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 6 | $27.7 million |
| Pension and profit sharing plans (not the participants or government plans) | 7 | $51.7 million |
| Charitable organizations | 92 | $496.5 million |
| Other investment advisers | 1 | $75.7 million |
| Corporations or other businesses not listed above | 232 | $767.5 million |