BRAZOS CAPITAL

200 Congress Avenue
Suite 902
Austin, Texas 78701
Tel: 512-827-0826

About BRAZOS CAPITAL

BRAZOS CAPITAL, formally registered with the SEC as BRAZOS CAPITAL. The firm was established in 09/12/2017. They have over 1 offices throughout the country.

BRAZOS CAPITAL is a Austin, Texas based Financial Planning firm with nearly $126,166,685 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289749
SEC#	801-111665
Assets Managed by Firm	$126,166,685
No. of Clients	216
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ASSET ALLOCATION SERVICES/ADVISORY CONSULTING/FAMILY OFFICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	216	$126,166,685
Individuals (other than high net worth individuals)	10	$4,923,929
High net worth individuals	28	$121,242,756

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