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| Keyboard |
| Margolis Brady Raghavan Financial Inc
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|---|---|
| CRD # | 168333 |
| SEC # | 801-78364 |
| CIK # | |
| AUM | 956.4 M (2026-03-20) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 832-667-8787 |
| Address | 2000 West Loop South Houston, TX 77027 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 83.5 |
| (b) Individuals (high net worth individuals) | 232 | 872.8 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 1,516 | 956.4 |
| By Discretionary | ||
| Discretionary | 1,054 | 773.3 |
| Non-Discretionary | 462 | 183.1 |
| Total | 1,516 | 956.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 956.4 | |
| Total | 1,516 | 956.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
OR | 959.4 M |
|
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|
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|
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|
Cortland Associates Inc
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|
Pioneer Family Office LLC
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|
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|
Foresight Global Investors Inc
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|
Tarbox Family Office Inc
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|
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|
Slow Capital Inc
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CA | 953.3 M |
|
Builder Investment Group Inc
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