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BRS FINANCIAL LLC

LITTLE ROCK, AR · CRD 158566 · IAPD ↗ · brsconsulting.com · 877-588-3217

$72.6MRegulatory AUM
5Advisory reps
5Employees
14Clients
51-100Planning clients
2Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — BRS FINANCIAL LLC (LITTLE ROCK, AR) left the SEC roster (was $72.6M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
November 2024 — BRS FINANCIAL LLC reported RAUM down 64% ($200.3M -> $72.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
November 2024 — BRS FINANCIAL LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
May 2024 — BRS FINANCIAL LLC changed its website from brs-consulting.com to brsconsulting.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — BRS FINANCIAL LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — BRS FINANCIAL LLC reported RAUM up 47% ($135.9M -> $200.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.