B
CRD: 285221
Brownsboro Financial
Lockhart, TX, 78644
3108809698
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2016
- Office Locations
- 1
Office Locations
101 S. Main ST 2ND Floor Lockhart TX
About Brownsboro Financial
Brownsboro Financial is a Lockhart-based RIA. The firm has been operating for 9 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$375.3K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Matrix unison
Investment Themes
Crest Momentum horizon Zenith
Investment Vehicles
North crest
Services
Quantum Harbor Fusion Delta Element pathway
Owner & Executives
R
Robert Eugene Brown IV
Chief Compliance Officer, Director of Financial Planning, President
- CRD
- #6703872
- Ownership
- 75% or more
(277) 557-8841
summit.pioneer@embercapital.com
in linkedin.com/in/insight-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,878,655 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,878,655 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,878,655
Public Funds:
42.3% Cash:
36.8% Equity - Exchange:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $494,878,074 | 42.3% |
| Cash | $430,532,226 | 36.8% |
| Equity - Exchange | $244,514,226 | 20.9% |
| Total | $1,169,924,526 | 100.0% |