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| Keyboard |
| Branson Fowlkes & Co Inc
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|---|---|
| CRD # | 107657 |
| SEC # | 801-44173 |
| CIK # | |
| AUM | 439.4 M (2026-03-23) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 713-780-0606 |
| Address | 19 Briar Hollow Lane Houston, TX 77027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 47.9 |
| (b) Individuals (high net worth individuals) | 126 | 371.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 17.5 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,126 | 439.4 |
| By Discretionary | ||
| Discretionary | 1,001 | 391.9 |
| Non-Discretionary | 125 | 47.5 |
| Total | 1,126 | 439.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.4 | |
| Total | 1,126 | 439.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Branson Fowlkes & Co Inc
✚
|
TX | 439.4 M |
|
Branson Fowlkes Russell Inc
✚
|
TX | 1.6 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
AG Asset Advisory LLC
✚
|
CA | 440.5 M |
|
Tower Wealth Partners Inc
✚
|
PA | 440.4 M |
|
Investment Management Consultants
✚
|
NV | 440.3 M |
|
Burford Brothers Inc
✚
|
TX | 440.2 M |
|
Vantus Wealth LLC
✚
|
PA | 439.8 M |
|
The Moorings Group LLC
✚
|
439.6 M | |
|
Biltmore Wealth Management LLC
✚
|
AZ | 439.6 M |
|
Osterweis Capital Management Inc
✚
|
CA | 439.4 M |
|
FWG Holdings LLC
✚
|
FL | 439.1 M |
|
Storen Legacy Partners LLC
✚
|
IN | 438.3 M |