CORAL GABLES, FLCRD 310003Latest ADV March 23, 2026
Br Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 23, 2026, reports $568M in regulatory assets under management, 6 employees, 1 office, and 369 accounts.
Assets Under Management
$568M
Employees
6
Offices
1 office
Total Clients
369
Primary office
CORAL GABLES, FL
2600 S DOUGLAS RD, SUITE 908, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPERSONAL HOLDING COMPANIES represent 38.2% of total clients.
Top client categories% of clientsClients
1
PERSONAL HOLDING COMPANIES
38.2%
141
2
Individuals
29.8%
110
3
HNWI
28.7%
106
4
Corporations
3.0%
11
5
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$568Mas of March 23, 2026
Discretionary0.5%
$3M
1% of total RAUM0.5%
Non-discretionary99.5%
$566M
99% of total RAUM99.5%
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$568M
Total Accounts369
10Y AUM Change+$568M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee62:1
10Y Employee Change+4 (+200.0%)
* 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.