Michael Robert Brace
Financial advisor at Courier Capital LLC · Buffalo, NY
Last updated 2026-10-10
Claim your profileMichael Robert Brace is a financial advisor at Courier Capital LLC in Buffalo, NY, CRD 5423104. Licenses and exams on the registration: Series 66. IAPD registration began 2021-08-11.
Registration
- CRD number
- 5423104
- Registration status
- Active
- IAPD registration
- 2021-08-11
- Industry Experience
- 5 years
- Work Experience
- 9 years
- States registered
- NY
Licenses and exams
- Series 66
Work history
- 2016-11 to Present · Courier Capital, LLC · Buffalo, NY
Current employment
- Courier Capital, LLC · Buffalo, NY
Courier Capital LLC
- Regulatory AUM
- $3,585,153,323
- Registered advisors
- 14
- Offices
- 5
- Clients per advisor
- 158.0 (High)
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 16.1% (Moderate)
Courier Capital LLC: advisors, services and reported ETF investments
About
Michael Robert Brace is a financial advisor at Courier Capital, LLC in Buffalo, NY. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 9 years of reported work history.
Courier Capital LLC's firm-level Form ADV reports 14 advisors across 5 offices; approximately 158.0 clients per advisor, average assets per client of $1,620,775, and regulatory AUM of $3.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.3B across 154 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Robert Brace personally.
Reported ETF positions
Courier Capital reports 154 ETF positions worth $1.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVW — iShares S&P 500 Growth ETF | $126.3M |
| IVV — iShares Core S&P 500 ETF | $88.2M |
| IVE — iShares S&P 500 Value ETF | $67.1M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $65.3M |
| IJH — iShares Core S&P Mid-Cap ETF | $53.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Courier Capital's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $88.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $88.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PRFZ — Invesco RAFI US 1500 Small-Mid ETF | $376.4K | Top 99.4% | Residual alpha +2.34% · Residual Sharpe 0.11 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $350.6K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Courier Capital LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Banking or Thrift Institution
Location
1114 Delaware Avenue, Buffalo, NY 14209-1604
11 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 716-883-9595
- Website: couriercapital.com
Official record
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