Richard
Funk

Brazos Capital

CRD#4423609
Investment Advisor
in Austin, TX

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About this Advisor

Richard Funk is a financial advisor based in Austin, Texas, working with Brazos Capital. Richard has previously held positions at Brazos Capital, LLC D/B/A Brazos Capital and Brazos Capital Of Raymond James. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Richard is part of Brazos Capital, which operates out of Austin, Texas. The firm has 3 employees and manages assets totaling $126.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Brazos Capital includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Congress Avenue Suite 902
Austin, TX 78701

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Brazos Capital Brokerage Details

Total Assets Under Management

$126,166,685

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

3

TX Average: 49
Total Number of Accounts

216

TX Average: 2,315
Average Account Size

$584,105

TX Average: $1,314,358

Investment Advisory Services

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

Richard Funk Work History

2017 - Present (8 years)

Brazos Capital, LLC D/B/A Brazos Capital

2011 - 2017 (6 years)

Brazos Capital Of Raymond James

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Funk 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 Brazos Capital

Richard Funk
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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