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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Harbor pioneer
- Established Date
- 07-05-2023
- Office Locations
- 1
Office Locations
About Brewer Financial Strategies
Brewer Financial Strategies is a Nashville-based advisory firm serving individuals, families, and small businesses with holistic financial planning and investment management, including education planning, budgeting, insurance, tax, and legacy planning. The firm builds goal-based, risk-managed portfolios with heavy ETF use and operates on major custodial platforms such as Schwab. Founded by Russell Brewer, a former pro baseball player and Vanderbilt grad.
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Owner & Executives
ROBERT RUSSELL BREWER
Chief Compliance Officer, Founder
- CRD
- #6290707
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,054,218 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,054,218 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,054,218
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $423,227,045 | 20.6% |
| Cash | $645,113,069 | 31.4% |
| Public Funds | $986,160,106 | 48.0% |
| Total | $2,054,500,220 | 100.0% |