BR Capital Advisors LLC

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Assets, Funds, Holdings

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BR Capital Advisors LLC
CRD #310003
SEC #801-119785
CIK #
AUM $350.4 MM (2024-03-28)
Employees 8 (12% Investors, 0% Brokers)
Phone305-448-0014
Address848 Brickell Avenue
Miami, FL 33131
Source [IAPD]
Total AUM ($MM)
4003202401608002009201420192025
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
NH 0.4
Colton Groome Financial Advisors LLC
NC 0.4
Biltmore Wealth Management LLC
AZ 0.4
Eight 31 Financial LLC
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
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