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Mbr Capital Management, Inc. (Bakersfield)


Mbr Capital Management, Inc. is an adviser based in Bakersfield. It manages $15.27 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2010.




Mbr Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mbr Capital Management: assets under management

The assets under management (AUM) of Mbr Capital Management, Inc. is $15.27 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts and $270 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $135 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mbr Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bakersfield

The principal office where Mbr Capital Management, Inc. performs its advisory services is located at 4900 California Ave, Bakersfield, CA 93309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 661-377-2920. The normal business hours are 8:00am-5:00pm on Monday - Friday.


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