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BRANSON FOWLKES & CO INC
CRD 107657 · SEC 801-44173
19 BRIAR HOLLOW LANE, SUITE 130, HOUSTON, TX, 77027, United States
Phone
713-780-0606
Fax
713-780-0072
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$439.4M
Discretionary AUM
$391.9M
Team
7 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $47.9M |
| High net worth individuals | 126 | $371.5M |
| Pension/profit sharing plans | 5 | $17.5M |
States served
CO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD