BRAZOS VALLEY COMPREHENSIVE FINANCIAL SERVICES, L.L.C

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
BRENHAM, Texas
CRD number
122251
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • MICHELE KWIATKOWSKI

    PartnerCRD 4707608

  • WADE SEIDEL

    Managing PartnerCRD 4583626

  • WILLIAM HOLLE

    MemberCRD 4707604

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth