Branson Frank A Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 19, 2026, reports $223M in regulatory assets under management, 1 employee, and 12 accounts.
Assets Under Management
$223M
Employees
1
Offices
--
Total Clients
12
Primary office
PALO ALTO, CA
435 B MIDDLEFIELD ROAD, PALO ALTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.7% of total clients.
Top client categories% of clientsClients
1
HNWI
91.7%
11
2
Charitable
8.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of March 19, 2026
Discretionary43.2%
$97M
43% of total RAUM43.2%
Non-discretionary56.8%
$127M
57% of total RAUM56.8%
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$223M
Total Accounts12
10Y AUM Change$-21M (-8.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee12:1
10Y Employee Change-2 (-66.7%)
* 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.