# MBR FINANCIAL

MBR FINANCIAL of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 168333
- Type: SEC-registered investment adviser
- SEC file number: 801-78364
- Location: 2000 WEST LOOP SOUTH, HOUSTON, TX, 77027
- Phone: 832-667-8787
- Latest filing: 2026-03-20
- Regulatory AUM: $956.4M
- Discretionary AUM: $773.3M
- Non-discretionary AUM: $183.1M
- Clients: 10
- Accounts: 1,516

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Suresh Raghavan | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| Mary Kathryn Margolis | PRINCIPAL | — |
| Alfred Bernard Brady | PRINCIPAL | — |
| Daniel James Bender | PRINCIPAL | — |
| MARGOLIS MARY KATHRYN | PRINCIPAL | — |
| BRADY ALFRED BERNARD | PRINCIPAL | — |
| RAGHAVAN SURESH | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| BENDER DANIEL JAMES | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168333/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168333/similar
- Related entities: https://search.stillhousedata.com/firm/168333/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168333

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.