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- Custodian
- Equity Trust · ETC Brokerage
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2020
- Office Locations
- 2
Office Locations
About Brexton Family Financial, LLC
Brexton Family Financial is a Grapevine, TX-based financial planning and advisory firm focused on helping families thrive, including business owners, entrepreneurs, and retirees. The firm delivers holistic planning—portfolio construction, asset allocation, tax and estate planning, and insurance guidance—using vehicles such as ETFs and mutual funds, with exposure to alternatives like real estate and infrastructure. Uses Orion for portfolio management.
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Owner & Executives
MARTIN RYAN DAY
Chief Compliance Officer, Founder, Owner, President
- CRD
- #3086193
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LOGAN BENNETT
Senior Financial Advisor
- CRD
- #6226945
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,379,421 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,379,421 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,379,421
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,445,666,689 | 20.7% |
| Public Funds | $684,421,911 | 9.8% |
| Equity - Exchange | $761,244,778 | 10.9% |
| Cash | $740,293,087 | 10.6% |
| Corporate - Investment Grade | $935,842,205 | 13.4% |
| Municipal Bonds | $1,326,940,440 | 19.0% |
| U.S. Government/Agency | $1,089,487,940 | 15.6% |
| Total | $6,983,897,050 | 100.0% |