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BR Capital Advisors LLC
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CRD # | 310003 |
SEC # | 801-119785 |
CIK # | |
AUM | $350.4 MM (2024-03-28) |
Employees | 8 (12% Investors, 0% Brokers) |
Phone | 305-448-0014 |
Address | 848 Brickell Avenue Miami, FL 33131 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 199 | 89.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 0.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 124 | 260.3 |
Total | 328 | 350.4 |
By Discretionary | ||
Discretionary | 21 | 4.1 |
Non-Discretionary | 307 | 346.3 |
Total | 328 | 350.4 |
By Non-United States Persons | ||
Non-United States Persons | 350.4 | |
United States Persons | 0.0 | |
Total | 328 | 350.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Portfolio Advisory Council LLC
✚
|
TX | 0.4 |
Lumbard & Kellner LLC
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|
NH | 0.4 |
Colton Groome Financial Advisors LLC
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|
NC | 0.4 |
Biltmore Wealth Management LLC
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|
AZ | 0.4 |
Eight 31 Financial LLC
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|
TX | 0.4 |
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
Mayport LLC
✚
|
MA | 0.4 |
Castle Wealth Management LLC
✚
|
FL | 0.4 |
Equinum LLC
✚
|
NY | 0.3 |
MB Levis & Associates LLC
✚
|
PA | 0.3 |