Investment adviser · CRD 168333
MBR FINANCIAL
Investment adviser filing (IA)
MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.
HOUSTON, TX, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $956M Form ADV · Item 5.F
- Client accounts
- 1,516 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 232 | $872,846,510 | 91.3% |
| Individuals | 248 | $83,544,000 | 8.7% |
Filing source
Form ADV 2067156 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
2000 WEST LOOP SOUTH, SUITE 1510HOUSTON, TX, 77027, United States
CRD 168333
Filing source
Form ADV 2067156 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.