Overview
Assets Under Management: $568 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 106
Average Client Assets: $0.8 million
Frequently Asked Questions
BR CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310003), BR CAPITAL is subject to fiduciary duty under federal law.
BR CAPITAL is headquartered in CORAL GABLES, FL.
BR CAPITAL serves 106 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, BR CAPITAL offers portfolio management for individuals and selection of other advisors. View all service details ↓
BR CAPITAL manages $568 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, BR CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.93%
Average Client Assets: $0.8 million
Total Client Accounts: 369
Discretionary Accounts: 27
Non-Discretionary Accounts: 342
Regulatory Filings
CRD Number: 310003
Filing ID: 2063960
Last Filing Date: 2026-03-23 15:15:52