Margolis Brady Raghavan Financial, Inc.
● SEC registered since 2013CRD 168333SEC# 801-78364Houston, TX
Reg. AUM
$956.4M
Employees
10
Accounts
1,516
Location
Houston, TX
Margolis Brady Raghavan Financial, Inc. assets under management
Margolis Brady Raghavan Financial, Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2013. It reports $956.4 million in regulatory assets under management and employs 10 people.
Margolis Brady Raghavan Financial, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred Bernard Brady Control | Principal | 25-50% | 2011 |
| Daniel James Bender Control | Principal | 25-50% | 2015 |
| Mary Kathryn Margolis Control | Principal | 25-50% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Margolis Brady Raghavan Financial, Inc. manage?
Margolis Brady Raghavan Financial, Inc. reports $956.4 million in regulatory assets under management on its Form ADV.
How many employees does Margolis Brady Raghavan Financial, Inc. have?
Margolis Brady Raghavan Financial, Inc. reports 10 employees.
Where is Margolis Brady Raghavan Financial, Inc. located?
Margolis Brady Raghavan Financial, Inc. is based in Houston, TX and has been SEC-registered since 2013.
Does Margolis Brady Raghavan Financial, Inc. disclose fund performance?
Margolis Brady Raghavan Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 West Loop South, Suite 1510, Houston, TX 77027 |
| Phone | 832-667-8787 |
| Fax | 281-974-2108 |
| Office hours | 8 To 5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$956.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$956.4Mregulatory AUM
Discretionary $773.3MNon-discretionary $183.1M