Branson Fowlkes & Co Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$419,389,039
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
188
67% high-net worth
Advisors
1
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
188
Very HighAverage account size
$2,230,793
About
Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, and also works with pension and profit‑sharing plans. Its services encompass portfolio management, retirement and tax planning, cash‑flow and estate planning, and implementation of investment recommendations.
The firm emphasizes a strategic, multi‑level diversification approach it markets as "D³ The Power of Diversification," combining asset‑class allocation with diversification across investment styles and manager selections while drawing on both fundamental and technical analysis and third‑party research. BFCO commonly implements client plans on a discretionary basis and uses active trading, cash management, and manager selection to pursue client objectives.
Distinctive aspects include an organizational affiliation with another SEC‑registered investment adviser through which advisory revenue flows and to which some clients may also have relationships, a structure that can create overlapping service arrangements requiring disclosure. Advisers at the firm also offer insurance products and limited tax‑preparation services in addition to advisory work, and the firm maintains formal compliance policies (Code of Ethics, trade‑error procedures, and a business continuity plan) to manage related conflicts.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
General tax planning
Wealth management
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning services generally charged as fixed fees, typically quoted in advance; financial planning retainer agreement fee is $2,500 annually and negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.50% or as agreed $0 - $5,000,000: 0.30% (Fixed Income Accounts) $5,000,001 - $10,000,000: 0.25% (Fixed Income Accounts) $10,000,001+: 0.25% or as agreed (Fixed Income Accounts)
Commission-based compensation from some insurance products offered by principals as licensed agents; fully disclosed to clients
Hourly consulting services range from $75 to $250 per hour based on expertise level
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500, negotiable in some cases Fee-only: Hourly consulting services range from $75 to $250 per hour based on expertise level
Main office location
Branson Fowlkes & Co Inc
19 Briar Hollow Lane, Suite 130
Houston TX 77027, United States
Number of offices
1
Most active in
Branson Fowlkes & Co Inc has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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