Branson Fowlkes & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 23, 2026, reports $439M in regulatory assets under management, 7 employees, and 1,126 accounts.
Assets Under Management
$439M
Employees
7
Offices
--
Total Clients
193
Primary office
HOUSTON, TX
19 BRIAR HOLLOW LANE, SUITE 130, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.3% of total clients.
Top client categories% of clientsClients
1
HNWI
65.3%
126
2
Individuals
32.1%
62
3
Pension Plans
2.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$439Mas of March 23, 2026
Discretionary89.2%
$392M
89% of total RAUM89.2%
Non-discretionary10.8%
$47M
11% of total RAUM10.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$439M
Total Accounts1,126
10Y AUM Change+$213M (+94.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.