Daniel
Prather

Brasada Capital Management, Lp

CRD#6229744
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Prather is a chartered financial analyst working out of Houston, Texas. Prather is on the advisory team at Brasada Capital Management, Lp. Over the course of their career, they have held roles at Klr Group, LLC, University Of Kansas, Brasada Capital Management, LLC and Enesco Plc. Prather maintains a Series 63 license, designating them as a securities representative, and is able to work in Texas. Brasada Capital Management, Lp is a registered investment company operating out of Houston, TX. It administers $591 million in assets under management among its 362 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 362 client accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Brasada Capital Management, Lp performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically vary depending on which services are provided. However, fees billed by Brasada Capital Management, Lp can include some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3200 Southwest Freeway Suite 2160
Houston, TX 77027

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Brasada Capital Management, Lp Brokerage Details

Total Assets Under Management

$590,755,965

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

362

TX Average: 2,315
Average Account Size

$1,631,923

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Daniel Prather Work History

Daniel has been registered as a financial advisor for 0 years.*

2019 - Present (5 years)

Brasada Capital Management, LLC

2017 - 2019 (2 years)

Enesco Plc

2013 - 2017 (4 years)

Klr Group, LLC

2007 - 2013 (6 years)

University Of Kansas

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Prather to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brasada Capital Management, Lp

Hooman Amiralai
Houston, TX
Thomas Hatfield
Houston, TX
Shannon Truman
Houston, TX
Valerie Klein
Houston, TX
Jonathan Reichek
Houston, TX
James Birdsall
Houston, TX
Mark Mcmeans
Houston, TX
Daniel Prather
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started