Richard Funk
Brazos Capital · Austin, Texas
Richard Funk is a fee-only financial advisor at Brazos Capital in Austin, Texas, who holds the CFP credential. Brazos Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brazos Capital |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.5M across 172 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4423609 |
| Exams passed | Series 63 (2001) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.brazoscapitalgroup.com |
| Profile |
How Richard's firm compares
- Brazos Capital's average account is about $596,000, from its Form ADV (assets managed divided by 172 accounts).
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Questions about Richard
Is Richard Funk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Brazos Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Brazos Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Funk based?
Richard Funk is based in Austin, Texas.
What credentials does Richard Funk hold?
Richard Funk holds the CFP credential.
Is Richard Funk registered with the SEC?
Yes. Richard Funk is registered as an investment adviser representative in TX (CRD 4423609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Brazos Capital manage?
Brazos Capital reports $102.5M across 172 accounts in assets under management.
How do I contact Richard Funk?
Through Richard's website, www.brazoscapitalgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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