MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.
Legal name: MBR FINANCIAL
CRD #168333 SEC #801-78364 HOUSTON, TX 832-667-8787
SEC Registered
Total AUM
$868.2M
Discretionary
$692.8M
Employees
10
Clients
10
Accounts
1,396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $868.2M | $692.8M | $175.4M | 10 | 1 |
| Mar 2025 | $868.2M | $692.8M | $175.4M | 10 | 1 |
| Mar 2024 | $784.3M | $616.2M | $168.1M | 10 | 0 |
| Mar 2023 | $682.3M | $548.9M | $133.4M | 9 | 2 |
| Mar 2022 | $810.5M | $657.9M | $152.6M | 9 | 2 |
| Mar 2022 | $810.5M | $657.9M | $152.6M | 9 | 2 |
| Nov 2021 | $712.8M | $603.5M | $109.3M | 9 | 2 |
| Mar 2021 | $712.8M | $603.5M | $109.3M | 9 | 2 |
| Mar 2021 | $712.8M | $603.5M | $109.3M | 9 | 2 |
| Nov 2020 | $625.8M | $506.2M | $119.6M | 9 | 2 |
| Jun 2020 | $625.8M | $506.2M | $119.6M | 9 | 2 |
| Mar 2020 | $625.8M | $506.2M | $119.6M | 9 | 2 |
| May 2019 | $522.9M | $439.3M | $83.7M | 9 | 4 |
| Mar 2019 | $522.9M | $439.3M | $83.7M | 9 | 4 |
| Apr 2018 | $570.8M | $494M | $76.8M | 10 | 2 |
| Apr 2018 | $570.8M | $494M | $76.8M | 10 | 2 |
| Mar 2018 | $570.8M | $494M | $76.8M | 10 | 2 |
| Mar 2017 | $519.6M | $478.7M | $40.9M | 10 | 400 |
| Aug 2016 | $511.3M | $436.6M | $74.7M | 9 | 400 |
| Mar 2016 | $511.3M | $436.6M | $74.7M | 9 | 400 |
| Mar 2015 | $488.3M | $440.5M | $47.8M | 10 | 400 |
| Aug 2014 | $444.3M | $401.5M | $42.8M | 9 | 400 |
| Mar 2014 | $444.3M | $401.5M | $42.8M | 9 | 400 |
| Nov 2013 | $409.7M | $409.7M | $0 | 7 | 0 |
| Jul 2013 | $0 | $0 | $0 | 7 | 0 |
| Jul 2013 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$868.2M
Discretionary$692.8M
Non-Disc.$175.4M
Employees10
Clients1
DateMar 2025
Total AUM$868.2M
Discretionary$692.8M
Non-Disc.$175.4M
Employees10
Clients1
DateMar 2024
Total AUM$784.3M
Discretionary$616.2M
Non-Disc.$168.1M
Employees10
Clients0
DateMar 2023
Total AUM$682.3M
Discretionary$548.9M
Non-Disc.$133.4M
Employees9
Clients2
DateMar 2022
Total AUM$810.5M
Discretionary$657.9M
Non-Disc.$152.6M
Employees9
Clients2
DateMar 2022
Total AUM$810.5M
Discretionary$657.9M
Non-Disc.$152.6M
Employees9
Clients2
DateNov 2021
Total AUM$712.8M
Discretionary$603.5M
Non-Disc.$109.3M
Employees9
Clients2
DateMar 2021
Total AUM$712.8M
Discretionary$603.5M
Non-Disc.$109.3M
Employees9
Clients2
DateMar 2021
Total AUM$712.8M
Discretionary$603.5M
Non-Disc.$109.3M
Employees9
Clients2
DateNov 2020
Total AUM$625.8M
Discretionary$506.2M
Non-Disc.$119.6M
Employees9
Clients2
DateJun 2020
Total AUM$625.8M
Discretionary$506.2M
Non-Disc.$119.6M
Employees9
Clients2
DateMar 2020
Total AUM$625.8M
Discretionary$506.2M
Non-Disc.$119.6M
Employees9
Clients2
DateMay 2019
Total AUM$522.9M
Discretionary$439.3M
Non-Disc.$83.7M
Employees9
Clients4
DateMar 2019
Total AUM$522.9M
Discretionary$439.3M
Non-Disc.$83.7M
Employees9
Clients4
DateApr 2018
Total AUM$570.8M
Discretionary$494M
Non-Disc.$76.8M
Employees10
Clients2
DateApr 2018
Total AUM$570.8M
Discretionary$494M
Non-Disc.$76.8M
Employees10
Clients2
DateMar 2018
Total AUM$570.8M
Discretionary$494M
Non-Disc.$76.8M
Employees10
Clients2
DateMar 2017
Total AUM$519.6M
Discretionary$478.7M
Non-Disc.$40.9M
Employees10
Clients400
DateAug 2016
Total AUM$511.3M
Discretionary$436.6M
Non-Disc.$74.7M
Employees9
Clients400
DateMar 2016
Total AUM$511.3M
Discretionary$436.6M
Non-Disc.$74.7M
Employees9
Clients400
DateMar 2015
Total AUM$488.3M
Discretionary$440.5M
Non-Disc.$47.8M
Employees10
Clients400
DateAug 2014
Total AUM$444.3M
Discretionary$401.5M
Non-Disc.$42.8M
Employees9
Clients400
DateMar 2014
Total AUM$444.3M
Discretionary$401.5M
Non-Disc.$42.8M
Employees9
Clients400
DateNov 2013
Total AUM$409.7M
Discretionary$409.7M
Non-Disc.$0
Employees7
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0