# MBR FINANCIAL

MBR FINANCIAL is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mbrfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/mbr-financial

## Regulatory record

- **CRD number:** 168333
- **SEC file number:** 801-78364
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168333

## About

MBR FINANCIAL is an SEC-registered investment adviser in HOUSTON, TX, registered since 2013. The firm manages $956 million in assets, $773 million on a discretionary basis. It has 10 employees and 6 investment advisers.

## Questions

### Who runs MBR FINANCIAL?

No principals or executives have been publicly named in connection with MBR FINANCIAL. The firm's leadership structure is not disclosed (public record).

### What is the investment focus of MBR FINANCIAL?

MBR FINANCIAL does not disclose its investment strategy, target sectors, or asset-class preferences in accessible public records. Its portfolio and deal activity are unconfirmed.

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Last updated: 2026-07-06T01:24:21.061Z

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