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BRANSON FRANK A INC
CRD 110451File 801-26380
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$223.2M
Below cohort median (national)
Discretionary AUM
$96.5M
Non-discretionary $126.7M
Clients
12
12 accounts
Employees
1
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 7, 1986
- Principal office
- 435 B MIDDLEFIELD ROAD, PALO ALTO, CA, 94301-2722
- Phone
- 650-862-2369
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $223.2M
- Discretionary AUM
- $96.5M
- Non-discretionary AUM
- $126.7M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 3
- Total accounts
- 12
- AUM per client
- $18.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $98.0M |
| High net worth individuals | 11 | $125.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.