AdvizorPro

MBR Financial

MBR Financial. CRD 168333

MBR Financial logo

CRD: 168333

MBR Financial

Houston, TX, 77027
8326678787
$956.4M Total AUM
$773.3M Disc. AUM
12.3% 3Y CAGR
10 Employees
482 ADV. Clients
12 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Capital radialNorth +more
Established Date
07-29-2013
Office Locations
1

Office Locations

2000 West Loop South Suite 1510 Houston TX

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

49 AVG AGE
$159.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.6 yrs AVG TENURE
10 Employees
6 Advisory Reps
5 RIA Reps
12yrs Firm Age

Insights

Request access to benchmark trends tied to ridge.
Upgrade to reveal position-level detail across oak wave.
See the complete signal summary connected to element.
Unlock to compare peer behavior around vector delta.
Full visibility includes strategy notes for beacon harbor.
Open the full profile to inspect shifts in fusion quantum.
Premium access reveals conviction themes in matrix ember.
Open the full profile to inspect shifts in foundation glacier.

Accredited Investors

Alpha matrix

Asset Classes

Insight Element Bridge horizon Quantum eagle Harbor Pathway

Client Personas

Horizon Insight atlas

CRM

Value wave Insight

Custodian

Atlas Frontier Catalyst Crest

Investment Themes

Crest Frontier quantum Ridge delta

Investment Vehicles

Wave vertex Catalyst

Platform

Unison signal Timber wave

Services

Vector Wave Alpha peak Horizon value Momentum

Technology

Timber Wave ember Summit Prime Radial

Owner & Executives

D

DANIEL JAMES BENDER

Principal

CRD
#1420428
Ownership
25% but less than 50%
(871) 325-1001
wave.foundation@momentumcapital.com
in linkedin.com/in/insight-delta
A

ALFRED BERNARD BRADY III

Principal

CRD
#2147873
Ownership
25% but less than 50%
(276) 905-3318
crest.meridian@radialcapital.com
in linkedin.com/in/vertex-signal
C

Crest crest

Beacon legacy north

CRD
#76063
Ownership
18.8%
(945) 321-4127
bridge.pathway@crestcapital.com
in linkedin.com/in/matrix-signal

Showing 2 of 4 owners & executives

Unlock all

Contacts

J

John Bissell Brady

--

CRD
#7449693
(751) 446-2358
beacon.catalyst@embercapital.com
in linkedin.com/in/oak-alpha
C

CHRISTOPHER GEORGE DYSON

Director

CRD
#5552689
(356) 356-7253
atlas.wave@pathwaycapital.com
in linkedin.com/in/eagle-element

Showing 2 of 6 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-22-2023
03-15-2024
03-21-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $773,262,518 $733,646
Non-Discretionary $183,127,992 $396,381
Total $956,390,510 $630,864

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $956,390,510

$956.4M Total SMA
Public Funds:
20.8%
Equity - Exchange:
16.6%
Cash:
33.7%
U.S. Government/Agency:
28.9%
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%

Start a free trial and
prospect smarter