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| Keyboard |
| Branson Frank A Inc
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|---|---|
| CRD # | 110451 |
| SEC # | 801-26380 |
| CIK # | |
| AUM | 223.2 M (2026-03-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 650-862-2369 |
| Address | 435 B Middlefield Road Palo Alto, CA 94301-2722 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 125.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 98.0 |
| (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 | 12 | 223.2 |
| By Discretionary | ||
| Discretionary | 9 | 96.5 |
| Non-Discretionary | 3 | 126.7 |
| Total | 12 | 223.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.2 | |
| Total | 12 | 223.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Easley Investment Consultants Inc
✚
|
MS | 223.8 M |
|
Pacific Peak Advisors LLC
✚
|
ID | 223.7 M |
|
Noble Wealth Management Inc
✚
|
CA | 223.4 M |
|
Valley Brook Capital Group Inc
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|
PA | 223.3 M |
|
Spring Capital Management LLC
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|
TX | 223.0 M |
|
Whalen Wealth Management Inc
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|
NV | 223.0 M |
|
Tortuga Wealth Management Inc
✚
|
CA | 222.9 M |
|
Three Peaks Capital Management LLC
✚
|
CO | 222.9 M |
|
Carey Consulting Wealth Management Inc
✚
|
CA | 222.8 M |
|
Milestones Private Investment Advisors LLC
✚
|
NY | 222.6 M |