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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2017
- Office Locations
- 1
Office Locations
About Brazos Capital
Brazos Capital is an Austin-based private portfolio manager and investment advisory firm serving private and institutional clients. The firm emphasizes disciplined, process-driven portfolio construction to simplify complex decisions across life stages. Portfolios are implemented primarily using ETFs alongside public funds and select fixed-income exposures, and the firm custodians with providers such as Charles Schwab and Raymond James.
Reported data analysis
What the numbers show
Between October 28, 2025 and March 25, 2026, reported AUM increased 13.3%, from $90.5M to $102.5M.
Across 5 reported observations, AUM decreased 20.3% between March 30, 2022 and March 25, 2026, from $128.6M to $102.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 32 clients, or 16 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
RICHARD ANTHONY FUNK
Managing Director, Managing Member
- CRD
- #4423609
- Ownership
- 75% or more
EVA HOOD ROHRICH
Chief Compliance Officer
- CRD
- #5072702
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,528,960 | $596,099 |
| Non-Discretionary | $0 | -- |
| Total | $102,528,960 | $596,099 |
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Separately Managed Accounts
SMA allocation detail is available
Brazos Capital has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.