# Branson Fowlkes & Co Inc

> Branson Fowlkes & Co Inc is an SEC-registered investment advisory firm in Houston, TX, registered since 1993, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 107657
- Filed as: BRANSON FOWLKES & CO INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107657
- AdvisorCensus page: https://advisorcensus.com/firm/branson-fowlkes-and-co-inc-houston-tx-107657

## Quick answers

**How is Branson Fowlkes & Co Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Branson Fowlkes & Co Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Branson Fowlkes & Co Inc located?**
Branson Fowlkes & Co Inc's principal office is in Houston, TX, according to its Form ADV.

**Is Branson Fowlkes & Co Inc registered with the SEC or a state?**
Branson Fowlkes & Co Inc is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 107657.

**How much does Branson Fowlkes & Co Inc manage?**
Branson Fowlkes & Co Inc reports $439,389,039 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (89% discretionary).

**How have Branson Fowlkes & Co Inc's assets and staff changed since 2021?**
In the Form ADV data for Branson Fowlkes & Co Inc: Regulatory assets under management: $300,382,379 in the October 2021 data and $439,389,039 in the October 2026 data, up 46%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Branson Fowlkes & Co Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (62); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Branson Fowlkes & Co Inc report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107657

**What changed in Branson Fowlkes & Co Inc's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in CO, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $439,389,039
- Discretionary: $391,909,039
- Non-discretionary: $47,480,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $47,859,039 |
| High net worth individuals | 126 | $371,530,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $17,500,000 |
| Charitable organizations | Fewer than 5 | $2,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1993 (33 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107657

### Websites listed on Form ADV (Item 1.I)
- bransonfowlkes.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $300,382,379 | 6 | March 8, 2021 |
| October 2022 | $344,938,015 | 6 | February 23, 2022 |
| October 2023 | $308,792,000 | 6 | March 9, 2023 |
| October 2024 | $327,475,000 | 6 | February 29, 2024 |
| October 2025 | $407,030,000 | 7 | March 20, 2025 |
| October 2026 | $439,389,039 | 7 | March 23, 2026 |

Regulatory assets under management: $300,382,379 in the October 2021 data and $439,389,039 in the October 2026 data, up 46%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in CO, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Branson Fowlkes & Co Inc (CRD 107657): Form ADV filing data as of October 2026.