Mary Boland
Brass Capital · Leesburg, Virginia
Mary Boland is a fee-only financial advisor at Brass Capital in Leesburg, Virginia, who holds the CFP credential. Mary focuses on tax planning, estate & legacy planning and small business owners. Brass Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Brass Capital |
|---|---|
| Based in | Leesburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $75.6M across 210 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX, VA · CRD 7896605 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | brass.capital |
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Questions about Mary
Is Mary Boland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Brass Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Brass Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mary Boland based?
Mary Boland is based in Leesburg, Virginia.
What does Mary specialize in?
Mary's specialties include tax planning, estate & legacy planning and small business owners. Mary works with founders and high earners.
What credentials does Mary Boland hold?
Mary Boland holds the CFP credential.
Is Mary Boland registered with the SEC?
Yes. Mary Boland is registered as an investment adviser representative in FL, TX and VA (CRD 7896605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brass Capital manage?
Brass Capital reports $75.6M across 210 accounts in assets under management.
How do I contact Mary Boland?
Through Mary's website, brass.capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brass Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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