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BROCKENBROUGH
LOWE, BROCKENBROUGH & COMPANY, INC.
CRD 105142 · SEC 801-6691
920 LIBBIE AVE., SUITE 201, RICHMOND, VA, 23226-2050, United States
Phone
804-288-0404
Fax
804-288-7872
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.49B
Discretionary AUM
$4.83B
Team
31 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $33.9M |
| High net worth individuals | 364 | $2.29B |
| Investment companies | 1 | $65.8M |
| Pooled investment vehicles | 20 | $1.48B |
| Pension/profit sharing plans | 3 | $17.7M |
| Charitable organizations | 41 | $833.8M |
| State/municipal entities | 1 | $554.5M |
| Corporations/business entities | 20 | $209.2M |
States served
CA, CO, GA, LA, MD, MA, MI, NY, NC, PA, SC, VA, WV, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD