MBR FINANCIAL
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
FINTRXOverview
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.
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
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities20%
- Cash & Cash Equivalents12%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
1 of 1SURESH RAGHAVAN
Principal and Chief Investment OfficerCRD 4721021
Contacts
3 of 5DANIEL BENDER
PrincipalCRD 1420428
ALFRED BRADY
Co-FounderCRD 2147873
John Brady
Director of Private EquityCRD 7449693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 2000 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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