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| Happy Holidays!! thanks for using AUM13F!! |
| Branson Fowlkes & Co Inc
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|---|---|
| CRD # | 107657 |
| SEC # | 801-44173 |
| CIK # | |
| AUM | $407.0 M (2025-03-20) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 713-780-0606 |
| Address | 19 Briar Hollow Lane Houston, TX 77027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 46.5 |
| (b) Individuals (high net worth individuals) | 126 | 341.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 17.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,094 | 407.0 |
| By Discretionary | ||
| Discretionary | 966 | 355.6 |
| Non-Discretionary | 128 | 51.5 |
| Total | 1,094 | 407.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.0 | |
| Total | 1,094 | 407.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Branson Fowlkes & Co Inc
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|
TX | 0.4 |
|
Branson Fowlkes Russell Inc
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|
TX | 0.0 |
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|---|---|---|
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Medallion Wealth Advisors LLC
✚
|
CT | 0.4 |
|
Kades & Cheifetz LLC
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|
Obsidian Personal Planning Solutions LLC
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MD | 0.4 |
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Cherrydale Wealth Management LLC
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NJ | 0.4 |
|
Meridiana MFO LLC
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FL | 0.4 |
|
Horizon Advisors LLC
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TX | 0.4 |
|
Asset Planning Corporation
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|
TN | 0.4 |
|
Spartan Wealth Advisory Services LLC
✚
|
MI | 0.4 |
|
Fidato Wealth LLC
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|
OH | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 0.4 |