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BMR FINANCIAL ADVISORS, LTD.

Advisory

HENDERSON, NV

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$257K

across 25 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

CADENZA FINANCIAL PLANNING LLC

$6M

INFINITY WEALTH COACHING, LLC

LAS VEGAS, NV

$7M

IGNIS CAPITAL ADVISORS LLC

LAS VEGAS, NV

$6M

MICHAEL MELLBERG CPA LLC

RENO, NV

$7M

SMITH, BLAIR DAVID

$6M

THE AMERICAN LEGACY CAPITAL GROUP, L.L.C.

$6M

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