MBR FINANCIAL

MBR FINANCIAL of HOUSTON, TX is an SEC-registered investment adviser (CRD 168333). Regulatory assets under management: $956.4M.

Registration

• CRD: 168333
• SEC file number: 801-78364
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168333 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search