Brink Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,000,000
Clients
82
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
Very HighAverage account size
$256,098
About
Brink Financial Group, Inc. provides ongoing discretionary portfolio management and investment advice to individuals and high‑net‑worth individuals, preparing Investment Policy Statements and tailored plans that focus on mutual funds, equities, ETFs, fixed income and Treasury inflation‑protected bonds. The firm does not serve non‑high‑net‑worth individual clients, a narrower client base than many independent advisers.
The adviser implements long‑term trading strategies and an investment process that draws on charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory to construct and monitor portfolios. Accounts are managed under discretionary authority with regular reviews and custodial reporting, and the firm requires clients to use a single institutional custodian for execution and custody.
Noteworthy characteristics include the firm’s small scale—about $21 million in discretionary assets and a single advising professional serving roughly 82 client relationships—and the principal’s maintained insurance license, which creates a potential conflict of interest that the firm discloses and monitors. The firm does not aggregate trades across clients, does not use third‑party sub‑advisers or wrap programs, and may receive custodial‑related research and services, factors that can affect execution, reporting and costs relative to many peers.
Client services
Portfolio management
Expertise
Wealth management
Fee options
1.75% annually
Main office location
Brink Financial Group, Inc.
Rancho Palos Verdes CA, United States
Number of offices
2
Most active in
Brink Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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