BR CAPITAL

RIASEC RegisteredEst. 2020

Total AUM

$568M

Discretionary

$2.9M

1% of AUM

Avg account

$1.5M

Accounts

369

Employees

Advisory reps

Firm details

Headquarters: CORAL GABLES, Florida
CRD number: 310003
Registered since: November 13, 2020
Website: br.capital
Custodians: PERSHING LLC, J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other81.25%
HNWI14.93%
Individuals2.61%
Corporations / Businesses1.21%
Charitable Organizations0.01%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

BR Capital is a boutique registered investment adviser formed as an LLC and active since 2020. The firm operates as a capital allocator for both high-net-worth individuals/families and institutional clients, focusing on portfolio management for individuals and small businesses and on selecting outside advisers and managers when appropriate. Its operating model is largely consultative: most client relationships are non‑discretionary, and the firm combines direct equity exposure with manager-sourced alternative strategies. Fee arrangements include a percentage-of-AUM component and fixed fees. BR Capital does not bill itself as an ESG-focused manager.