MBR Financial

RIASEC Registered

Total AUM

$956M

Discretionary

$773M

81% of AUM

Avg account

$631K

Accounts

1,516

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 168333
Registered since: July 29, 2013
Website: www.mbrfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI91.26%
Individuals8.74%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MBR Financial is an independent, privately owned registered investment adviser that has operated since 2013. The firm serves individual and family clients and describes itself as a capital allocator that combines financial planning and portfolio management for individuals and small businesses with the selection of third‑party advisers. Its fee arrangements are varied — percentage of assets under management, hourly, fixed fees and performance‑based fees are all used. MBR Financial does not present itself as an active ESG investor and is not flagged as a multistate adviser.