Br Capital, Inc.
Br Capital, Inc. (CRD# 131592) is a financial advisory firm headquartered in Vancouver, WA. They manage $11,900,000 in 80 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$148,750
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MT, OR, WA
William Roller (CRD# 2474343) is an Investment Advisor Representative working at Br Capital, Inc. in Vancouver, WA and has over 23 years of experience in the finance industry. William Roller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Elerath (CRD# 1062366) is an Investment Advisor Representative working at Br Capital, Inc. in Vancouver, WA and has over 28 years of experience in the finance industry.