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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Capital radialNorth +more
- Established Date
- 07-29-2013
- Office Locations
- 1
Office Locations
About MBR Financial
MBR Financial is a Houston-based RIA focused on guiding clients through major life transitions—retirement, divorce, business sale, disability, and loss—using a blend of personal planning and technical financial planning. The team provides ongoing investment management balancing income, growth, and risk, and stress-tests plans to mitigate downside shocks. Client experience is tailored to communication and meeting preferences, with a fiduciary standard across the full relationship; custody includes Fidelity/NFS.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
DANIEL JAMES BENDER
Principal
- CRD
- #1420428
- Ownership
- 25% but less than 50%
ALFRED BERNARD BRADY III
Principal
- CRD
- #2147873
- Ownership
- 25% but less than 50%
Crest crest
Beacon legacy north
- CRD
- #76063
- Ownership
- 18.8%
Showing 2 of 4 owners & executives
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John Bissell Brady
--
- CRD
- #7449693
CHRISTOPHER GEORGE DYSON
Director
- CRD
- #5552689
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $773,262,518 | $733,646 |
| Non-Discretionary | $183,127,992 | $396,381 |
| Total | $956,390,510 | $630,864 |
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Separately Managed Accounts
Total SMA Asset: $956,390,510
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,432,874,931 | 20.8% |
| Equity - Exchange | $1,143,544,416 | 16.6% |
| Cash | $2,321,532,941 | 33.7% |
| U.S. Government/Agency | $1,990,869,496 | 28.9% |
| Total | $6,888,821,784 | 100.0% |