Br Capital

BR Capital Advisors LLC is an investment advisory firm based in Coral Gables, FL, established in August 2020. The firm offers discretionary and non-discretionary investment advisory services for high net worth individuals, trusts, family offices, and institutions. Clients can customize their services based on their financial condition, risk tolerance, and goals. For non-discretionary clients, BR Capital provides research, advice, and recommendations, requiring specific consent before each transaction. Discretionary clients grant the advisor full authority to invest, reinvest, and trade assets at their discretion. The firm's investment strategy is built on financial market analysis and economic scenarios, utilizing fundamental and technical analysis to identify suitable investments. BR Capital manages approximately $315 million in assets under management as of December 31, 2024, with $312 million non-discretionary and $2 million discretionary. The firm charges an annual management fee based on a tiered fee schedule for non-discretionary clients and a flat fee for discretionary accounts. BR Capital does not engage in principal transactions, and clients receive quarterly statements from their qualified custodian. The firm does not vote proxies for client securities, and clients have the right to decline advice in non-discretionary accounts. The Chief Compliance Officer oversees the firm's compliance with regulations and supervises the investment advisor representatives. For more information, clients can contact BR Capital at (305) 448-0014 or [email protected].