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BRANZAN INVESTMENT ADVISORS, INC.
CRD 120783File 801-66261
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$114.8M
Bottom 25% of cohort (national)
Discretionary AUM
$114.8M
Clients
3
5 accounts
Employees
6
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 21, 2006
- Principal office
- 10288 W CHATFIELD AVE, STE 300, LITTLETON, CO, 80127
- Phone
- 303-292-9224
- Website
- HTTP://BRANZANADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.8M
- Discretionary AUM
- $114.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $38.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12.7M |
| Pooled investment vehicles | 3 | $102.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 4 | 3 | decreased by1 |
| Apr 1, 2026 | AUM | $103,957,677 | $114,761,548 | increased by$10,803,871 |
| Apr 1, 2026 | Accounts | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $128,646,303 | $103,957,677 | decreased by$24,688,626 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 6 | decreased by3 |
| Aug 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Aug 1, 2022 | AUM | $130,262,795 | $128,646,303 | decreased by$1,616,492 |
| Apr 1, 2022 | AUM | $108,731,446 | $130,262,795 | increased by$21,531,349 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRANZAN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRANZAN INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.