Overview
Assets Under Management: $439 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 126
Average Client Assets: $2.9 million
Frequently Asked Questions
BRANSON FOWLKES & CO INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107657), BRANSON FOWLKES & CO INC is subject to fiduciary duty under federal law.
BRANSON FOWLKES & CO INC is headquartered in HOUSTON, TX.
BRANSON FOWLKES & CO INC serves 126 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, BRANSON FOWLKES & CO INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BRANSON FOWLKES & CO INC manages $439 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, BRANSON FOWLKES & CO INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.56%
Average Client Assets: $2.9 million
Total Client Accounts: 1,126
Discretionary Accounts: 1,001
Non-Discretionary Accounts: 125
Regulatory Filings
CRD Number: 107657
Filing ID: 2078229
Last Filing Date: 2026-03-23 15:28:51