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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) |
| Fees | |
| Minimum | |
| Phone | 650-862-2369 |
| Address | 435 B Middlefield Road Palo Alto, CA 94301-2722 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/19/2026) [Brochure] |
|---|
Item5 Fees and Compensation We invoice clients on a quarterly basis. Our fees are based on the value of assets under management at the end of the period. Clients choose whether to be billed directly or to have fees deducted from the clients’ accounts. Clients are responsible for brokerage and custody fees. Our fee schedule on a per annum basis is as follows: 1% of total market value for the first $1,000,000 %4% of total market value for the next $4,000,000 14% of total market value above $5,000,000 Assets in multiple accounts are combined for fee computation. Fees are negotiable. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/19/2026) [Brochure] |
|---|
Item 7 Types of Clients Individuals Trusts and Estates Pension and Profit-Sharing Plans Foundations |
| AUM Breakdown | Accounts | AUM ($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 |
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