# Branson Fowlkes Russell Inc

> Branson Fowlkes Russell Inc is an SEC-registered investment advisory firm in Houston, TX, registered since 1991, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 107656
- Filed as: BRANSON FOWLKES RUSSELL 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/107656
- AdvisorCensus page: https://advisorcensus.com/firm/branson-fowlkes-russell-inc-houston-tx-107656

## Quick answers

**How is Branson Fowlkes Russell Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Branson Fowlkes Russell Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Branson Fowlkes Russell Inc registered with the SEC or a state?**
Branson Fowlkes Russell Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107656.

**How much does Branson Fowlkes Russell Inc manage?**
Branson Fowlkes Russell Inc reports $1,619,079 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Branson Fowlkes Russell Inc's assets and staff changed since 2021?**
In the Form ADV data for Branson Fowlkes Russell Inc: Regulatory assets under management: $1,189,363 in the October 2021 data and $1,619,079 in the October 2026 data, up 36%. Total employees: 2 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Branson Fowlkes Russell Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does Branson Fowlkes Russell 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/107656

**What changed in Branson Fowlkes Russell Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,384,000 to $1,619,079 (+17%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,619,079
- Discretionary: $1,619,079
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $1,619,079 |

### 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
- Pension consulting services

### Firm details
- Registered since: 1991 (35 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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/107656

### Websites listed on Form ADV (Item 1.I)
- [bransonfowlkes.com](https://bransonfowlkes.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,189,363 | 2 | March 8, 2021 |
| October 2022 | $1,633,831 | 2 | February 23, 2022 |
| October 2023 | $788,301 | 6 | March 9, 2023 |
| October 2024 | $915,715 | 6 | February 28, 2024 |
| October 2025 | $1,384,000 | 6 | March 21, 2025 |
| October 2026 | $1,619,079 | 6 | March 23, 2026 |

Regulatory assets under management: $1,189,363 in the October 2021 data and $1,619,079 in the October 2026 data, up 36%.
Total employees: 2 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,384,000 to $1,619,079 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Branson Fowlkes Russell Inc (CRD 107656): Form ADV filing data as of October 2026.