MRB Capital
RIAState Registered
Total AUM
$55M
Discretionary
$55M
100% of AUM
Avg account
$604K
Accounts
91
Employees
4
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 330259
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MRB Capital is an independent, individually owned registered investment adviser that serves primarily individuals and families. The firm offers financial planning and portfolio management services targeted at individuals and small businesses and charges clients on a percentage-of-assets basis. MRB Capital reports active engagement with ESG considerations as part of its investment approach. The firm is state-registered in Florida and Georgia.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities50%
- US Government Bonds25%
- Investment Grade Corp Bonds25%
Contacts
2 of 2
Michael Ball
FounderCRD 4339556
Anthony Smith
Financial AdvisorCRD 7942551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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