BRANSON FOWLKES & CO INC

RIASEC RegisteredEst. 1993

Total AUM

$439M

Discretionary

$392M

89% of AUM

Avg account

$390K

Accounts

1,126

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 107657
Registered since: June 22, 1993
Website: www.bransonfowlkes.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.56%
Individuals10.89%
Pension & Profit Sharing Plans3.98%
Charitable Organizations0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Branson Fowlkes & Co Inc is an independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and institutional clients. The firm has operated since 1993 and is owned by individuals; its business model combines percentage-of-AUM billing with hourly and fixed-fee arrangements to serve a mix of private and institutional relationships. Advisory services emphasize customized portfolio construction and ongoing wealth planning rather than a one-size-fits-all product push. Investment activity shows a clear equity tilt: the firm favors equity exposure as the primary building block for client portfolios and uses separately managed account structures for much of that exposure. Branson Fowlkes & Co Inc is not positioned as an ESG-first manager and does not identify as a multi-state adviser. The firm also maintains relationships with third-party alternative managers to add non-correlated return streams. Branson Fowlkes & Co Inc was recognized by FA Magazine as a Top RIA Firms outlet in 2020.