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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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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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Unlock allAssets Under Management
| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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