2600 S Douglas Rd
Suite 908
Coral Gables, Florida 33134
Tel: 305-448-0014
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.
| 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 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 328 | $350,363,711 |
| High net worth individuals | 199 | $89,833,064 |
| Charitable organizations | 2 | $200,921 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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