Mbr Financial
Houston, TX·SEC-registered · CRD #168333
Mbr Financial is an SEC-registered investment advisory firm in Houston, TX managing $956M across 2.0k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$956M
Client accounts
2.0k
Advisory staff
6
Fee model
Fee-based
How Mbr Financial is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mbr Financial
How much does Mbr Financial manage?
Per its most recent SEC Form ADV filing (03/20/2026), Mbr Financial reports $956M in regulatory assets under management across roughly 2.0k client accounts.
How does Mbr Financial charge?
Mbr Financial is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mbr Financial a fiduciary?
Yes. Mbr Financial is registered with the U.S. Securities and Exchange Commission (CRD #168333), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mbr Financial taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mbr Financial and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Mbr Financial's public SEC Form ADV filing (CRD #168333, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mbr Financial. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mbr Financial? Claim this profile.