BRAZOS VALLEY COMPREHENSIVE FINANCIAL SERVICES, L.L.C
Firm details
- Headquarters
- BRENHAM, Texas
- CRD number
- 122251
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Brazos Valley Comprehensive Financial Services, L.L.C. operates as a small, owner-managed limited liability company that functions primarily as a capital allocator and adviser-of-advisers. The firm’s stated advisory activity is the selection of other advisers, which indicates its role is to evaluate, select and place client assets with third‑party managers rather than act as a direct portfolio manager. The business structure and registration details are limited; the firm is not flagged as an active ESG investor, is not a multi‑state adviser, and does not present itself as a pension consultant or as a related adviser. The firm lists an accounting affiliation, which suggests it may operate alongside or in partnership with accounting professionals, potentially providing investment selection services to accounting clients or supporting a tax-and-advice workflow. Its fee structure is categorized as “other,” consistent with a consultative or allocation‑only model rather than standard percentage‑based AUM billing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3MICHELE KWIATKOWSKI
PartnerCRD 4707608
WADE SEIDEL
Managing PartnerCRD 4583626
WILLIAM HOLLE
MemberCRD 4707604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRENHAM, TX
WASHINGTON
Location
BRENHAM, TX
Headquartered in BRENHAM, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- WASHINGTON
- Address
- 2707 S Market St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
10 KEY CONSULTING, LLC
RIAEl Paso, TX
STREET LIGHT WEALTH MANAGEMENT, LLC
RIADALLAS, TX
KAYNE ANDERSON CAPITAL ADVISORS, L.P.
RIAHOUSTON, TX
LIFESTYLE ASSET MANAGEMENT, INC.
RIAFRIENDSWOOD, TX
VERDE WEALTH GROUP, LLC
RIAHOUSTON, TX
NEXPOINT REAL ESTATE ADVISORS X, L.P.
RIADALLAS, TX