Mbr Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 20, 2026, reports $956M in regulatory assets under management, 10 employees, and 1,516 accounts.
Assets Under Management
$956M
Employees
10
Offices
--
Total Clients
480
Primary office
HOUSTON, TX
2000 WEST LOOP SOUTH, SUITE 1510, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.7% of total clients.
Top client categories% of clientsClients
1
Individuals
51.7%
248
2
HNWI
48.3%
232
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$956Mas of March 20, 2026
Discretionary80.9%
$773M
81% of total RAUM80.9%
Non-discretionary19.1%
$183M
19% of total RAUM19.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$956M
Total Accounts1,516
10Y AUM Change+$437M (+84.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.