Brian D. Lowder, Inc.
● SEC registered since 1986CRD 105972SEC# 801-27745San Diego, CA
Reg. AUM
$388.1M
Employees
3
Accounts
643
Location
San Diego, CA
Brian D. Lowder, Inc. assets under management
Brian D. Lowder, Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1986. It reports $388.1 million in regulatory assets under management and employs 3 people.
Brian D. Lowder, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Dale Lowder Control | President, Chief Compliance Officer | Over 75% | 1986 |
Frequently asked questions
How much does Brian D. Lowder, Inc. manage?
Brian D. Lowder, Inc. reports $388.1 million in regulatory assets under management on its Form ADV.
How many employees does Brian D. Lowder, Inc. have?
Brian D. Lowder, Inc. reports 3 employees.
Where is Brian D. Lowder, Inc. located?
Brian D. Lowder, Inc. is based in San Diego, CA and has been SEC-registered since 1986.
Does Brian D. Lowder, Inc. disclose fund performance?
Brian D. Lowder, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12760 High Bluff Drive, Suite 370, San Diego, CA 92130-2068 |
| Phone | 858-794-6800 |
| Fax | 858-794-6906 |
| Office hours | 7a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$388.1M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$388.1Mregulatory AUM
Discretionary $388.1M