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BRANSON FOWLKES & CO INC
CRD 107657File 801-44173
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$439.4M
Below cohort median (national)
Discretionary AUM
$391.9M
Non-discretionary $47.5M
Clients
193
1,126 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 22, 1993
- Principal office
- 19 BRIAR HOLLOW LANE, SUITE 130, HOUSTON, TX, 77027
- Phone
- 713-780-0606
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $439.4M
- Discretionary AUM
- $391.9M
- Non-discretionary AUM
- $47.5M
- Discretionary accounts
- 1,001
- Non-discretionary accounts
- 125
- Total accounts
- 1,126
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 126 | $371.5M |
| Pension and profit sharing plans | 5 | $17.5M |
| Individuals (other than high net worth individuals) | 62 | $47.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.