MRB Capital

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$250K
Accounts
12
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
330259
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

MRB Capital is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and reports an owner structure of an individual principal rather than institutional ownership. MRB Capital identifies as an active ESG investor and appears to incorporate environmental, social, or governance considerations into manager and security selection. It does not position itself as a capital allocator and uses third-party managers for certain alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 25%, Investment Grade Corp Bonds 25%50%
  • Exchange Traded Equities50%
  • US Government Bonds25%
  • Investment Grade Corp Bonds25%

Contacts

1 of 1
  • Michael Ball

    Michael Ball

    FounderCRD 4339556

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth