BRS FINANCIAL LLC
  • BRS FINANCIAL LLC
  • BRS CONSULTING, INC.
  • TRUEHAVEN CAPITAL

Adviser Profile

As of Date 12/07/2024
Registration status Terminated
ADV Location LITTLE ROCK, AR, United States
Contact Info 877 xxxxxxx
Websites
AUM* 72,648,000 -64%
of that, discretionary 58,860,503 -57%
Number of Employees 5 -29%
of those in investment advisory functions 5 -29%
Private Fund GAV* 0
Avg Account Size 248,795 -49%
% High Net Worth 18.71% -10%
SMA’s No
Private Funds 0 2

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

128M 109M 91M 73M 55M 36M 18M
2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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