BRS Financial LLC: 48.61% AUM Increase to $113.88M

June 22, 2023

BRS Financial LLC, an investment advisory firm, was established in 2011 in Arkansas, with an additional office in Puerto Rico. Founders Richard R. Jensen, David A. Sims, and Gordon R. Jensen guide the firm, which provides investment supervisory services, including asset selection, investment strategy, asset allocation, risk tolerance, and portfolio monitoring.

BRS/F also offers financial planning services encompassing areas like retirement and college planning, risk analysis, life insurance, tax concerns, debt/credit management, cash flow, and qualified plan analysis.

Financial planning fees are based on hourly rates ($250 to $450) or flat annual fees ($3,000 to $12,000). Investment advice is typically focused on mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products, and U.S. government securities.

BRS Financial LLC, has demonstrated strong growth in its recent Form ADV filings for June 2022 to June 2023. The firm's total Assets Under Management (AUM) saw a significant surge, increasing by 48.61% from $76.63M to $113.88M. During the same period, the total number of accounts expanded from 252 to 305 and also increased its employee count from 6 to 7.

BRS Financial LLC has recently added a new private fund to its offerings - Frontwave Partners LP. Registered in Delaware, US, this hedge fund has a gross asset value of $6.5M. Managed by David A. Sims, Frontwave Capital Management, LLC, Gordon R. Jensen, and Richard R. Jensen.

 


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