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Branson Fowlkes & Co Inc

● SEC registered since 1993CRD 107657SEC# 801-44173Houston, TX
Export (members)
Reg. AUM
$407M
Employees
7
Accounts
1,094
Location
Houston, TX

Branson Fowlkes & Co Inc assets under management

Branson Fowlkes & Co Inc is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 1993. It reports $407 million in regulatory assets under management and employs 7 people.
www.bransonfowlkes.comView on SEC.gov ↗

Branson Fowlkes & Co Inc owners & executives

3 reported
NameTitleOwnershipSince
Jay Wallace Branson ControlChief Compliance Officer50-75%2003
Jay Wallace Branson ControlPresident50-75%1990
Maco Stewart Fowlkes ControlVice President, Secretary50-75%1990

Frequently asked questions

How much does Branson Fowlkes & Co Inc manage?

Branson Fowlkes & Co Inc reports $407 million in regulatory assets under management on its Form ADV.

How many employees does Branson Fowlkes & Co Inc have?

Branson Fowlkes & Co Inc reports 7 employees.

Where is Branson Fowlkes & Co Inc located?

Branson Fowlkes & Co Inc is based in Houston, TX and has been SEC-registered since 1993.

Does Branson Fowlkes & Co Inc disclose fund performance?

Branson Fowlkes & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19 Briar Hollow Lane, Suite 130, Houston, TX 77027
Phone713-780-0606
Fax713-780-0072
Office hours8:00-5:00p.m..
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$355.6M
Non-discretionary$51.5M
Total (RAUM)$407M