Brazos Valley Comprehensive Financial Services, L.L.C.
Firm details
- Headquarters
- Brenham, Texas
- CRD number
- 122251
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Brazos Valley Comprehensive Financial Services, L.L.C. operates as a small, owner-managed limited liability company that functions primarily as a capital allocator and adviser-of-advisers. The firm’s stated advisory activity is the selection of other advisers, which indicates its role is to evaluate, select and place client assets with third‑party managers rather than act as a direct portfolio manager. The business structure and registration details are limited; the firm is not flagged as an active ESG investor, is not a multi‑state adviser, and does not present itself as a pension consultant or as a related adviser. The firm lists an accounting affiliation, which suggests it may operate alongside or in partnership with accounting professionals, potentially providing investment selection services to accounting clients or supporting a tax-and-advice workflow. Its fee structure is categorized as “other,” consistent with a consultative or allocation‑only model rather than standard percentage‑based AUM billing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Michele Kwiatkowski
PartnerCRD 4707608

Wade Seidel
Managing PartnerCRD 4583626
William Holle
MemberCRD 4707604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brenham, TX
Washington
Location
Brenham, TX
Headquartered in Brenham, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Washington
- Address
- 2707 S Market St
- Time zone
- CT (UTC-6)
- Office locations
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