M
$55.0M Total AUM
$55.0M Disc. AUM
-- 3Y CAGR
4 Employees
91 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-04-2024
- Office Locations
- 2
Office Locations
-- Atlanta GA
-- Centerville MN
About MRB Capital
MRB Capital is a Orlando-based RIA with 2 offices. The firm has been operating for 2 years. Managing $55.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$604.4K AVG AUM / CLIENT
1.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL RAY BALL JR
ADVISOR, COMPLIANCE OFFICER, Owner
- CRD
- #4339556
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
A
Anthony James Smith
--
- CRD
- #7942551
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing