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INVERIS US LLC

CORAL GABLES, FL · CRD 310003 · IAPD ↗ · 305-448-0014

$568.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
September 2026 — BR CAPITAL is now doing business as INVERIS US LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — BR CAPITAL crossed $500M in regulatory AUM ($315.0M -> $568.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
October 2024 — BR CAPITAL moved its main office from MIAMI, FL to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — BR CAPITAL shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — BR CAPITAL reported RAUM up 51% ($231.6M -> $350.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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