Branson Fowlkes & Co Inc
● SEC registered since 1993CRD 107657SEC# 801-44173Houston, TX
Reg. AUM
$439.4M
Employees
7
Accounts
1,126
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 $439.4 million in regulatory assets under management and employs 7 people.
Branson Fowlkes & Co Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Wallace Branson Control | President | 50-75% | 1990 |
| Jay Wallace Branson Control | Chief Compliance Officer | 50-75% | 2003 |
| Maco Stewart Fowlkes Control | Vice President, Secretary | 50-75% | 1990 |
Frequently asked questions
How much does Branson Fowlkes & Co Inc manage?
Branson Fowlkes & Co Inc reports $439.4 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
| Address | 19 Briar Hollow Lane, Suite 130, Houston, TX 77027 |
| Phone | 713-780-0606 |
| Fax | 713-780-0072 |
| Office hours | 8:00-5:00p.m.. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$439.4M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$439.4Mregulatory AUM
Discretionary $391.9MNon-discretionary $47.5M