PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Branson Fowlkes Russell Inc

● SEC registered since 1991CRD 107656SEC# 801-39088Houston, TX
Export (members)
Reg. AUM
$1.6M
Employees
6
Accounts
1
Location
Houston, TX

Branson Fowlkes Russell Inc assets under management

Branson Fowlkes Russell Inc is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1991. It reports $1.6 million in regulatory assets under management and employs 6 people.

Branson Fowlkes Russell Inc owners & executives

3 reported
NameTitleOwnershipSince
Jay Wallace Branson ControlPresident50-75%1991
Jay Wallace Branson ControlChief Compliance Officer50-75%2003
Maco Stewart Fowlkes ControlVice President, Secretary50-75%1991

Frequently asked questions

How much does Branson Fowlkes Russell Inc manage?

Branson Fowlkes Russell Inc reports $1.6 million in regulatory assets under management on its Form ADV.

How many employees does Branson Fowlkes Russell Inc have?

Branson Fowlkes Russell Inc reports 6 employees.

Where is Branson Fowlkes Russell Inc located?

Branson Fowlkes Russell Inc is based in Houston, TX and has been SEC-registered since 1991.

Does Branson Fowlkes Russell Inc disclose fund performance?

Branson Fowlkes Russell 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 hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Regulatory AUM

$1.6M▲ 17%
Mar '25 — $1.4MApr '25 — $1.4MMay '25 — $1.4MJun '25 — $1.4MJul '25 — $1.4MAug '25 — $1.4MSep '25 — $1.4MOct '25 — $1.4MNov '25 — $1.4MDec '25 — $1.4MJan '26 — $1.4MFeb '26 — $1.4MMar '26 — $1.6MApr '26 — $1.6MMay '26 — $1.6MJun '26 — $1.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$1.6Mregulatory AUM
Discretionary $1.6M