BR CAPITAL

2600 S Douglas Rd
Suite 908
Coral Gables, Florida 33134
Tel: 305-448-0014

About BR CAPITAL

BR CAPITAL, formally registered with the SEC as BR CAPITAL. The firm was established in 11/13/2020. They have over 2 offices throughout the country.

BR CAPITAL is a Coral Gables, Florida based Financial Planning firm with nearly $350,363,711 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310003
SEC#	801-119785
Assets Managed by Firm	$350,363,711
No. of Clients	328
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	328	$350,363,711
High net worth individuals	199	$89,833,064
Charitable organizations	2	$200,921

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