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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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