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MBR FINANCIAL
Legal name: MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.
CRD 168333File 801-78364
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$956.4M
Above cohort median (national)
Discretionary AUM
$773.3M
Non-discretionary $183.1M
Clients
480
1,516 accounts
Employees
10
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 29, 2013
- Principal office
- 2000 WEST LOOP SOUTH, SUITE 1510, HOUSTON, TX, 77027
- Phone
- 832-667-8787
- Website
- HTTPS://WWW.MBRFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $956.4M
- Discretionary AUM
- $773.3M
- Non-discretionary AUM
- $183.1M
- Discretionary accounts
- 1,054
- Non-discretionary accounts
- 462
- Total accounts
- 1,516
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 232 | $872.8M |
| Individuals (other than high net worth individuals) | 248 | $83.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.