# Brian D. Lowder, Inc.

> Brian D. Lowder, Inc. is an SEC-registered investment advisory firm in San Diego, CA, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 105972
- Filed as: BRIAN D. LOWDER, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105972
- AdvisorCensus page: https://advisorcensus.com/firm/brian-d-lowder-inc-san-diego-ca-105972

## Quick answers

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

**Where is Brian D. Lowder, Inc. located?**
Brian D. Lowder, Inc.'s principal office is in San Diego, CA, according to its Form ADV.

**Is Brian D. Lowder, Inc. registered with the SEC or a state?**
Brian D. Lowder, Inc. is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 105972.

**How much does Brian D. Lowder, Inc. manage?**
Brian D. Lowder, Inc. reports $388,077,258 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**How have Brian D. Lowder, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Brian D. Lowder, Inc.: Regulatory assets under management: $319,344,067 in the October 2021 data and $388,077,258 in the October 2026 data, up 22%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brian D. Lowder, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (115); individuals (other than high net worth individuals) (80).

**Which custodians does Brian D. Lowder, Inc. use?**
Brian D. Lowder, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Brian D. Lowder, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105972

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $388,077,258
- Discretionary: $388,077,258
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $23,863,626 |
| High net worth individuals | 115 | $363,955,344 |
| Corporations or other businesses not listed above | Fewer than 5 | $258,288 |

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

### Firm details
- Registered since: 1986 (40 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $319,344,067 | 4 | February 22, 2021 |
| October 2022 | $377,549,404 | 3 | February 18, 2022 |
| October 2023 | $325,497,254 | 2 | April 26, 2023 |
| October 2024 | $349,174,363 | 3 | February 27, 2024 |
| October 2025 | $370,255,609 | 3 | January 31, 2025 |
| October 2026 | $388,077,258 | 3 | January 22, 2026 |

Regulatory assets under management: $319,344,067 in the October 2021 data and $388,077,258 in the October 2026 data, up 22%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brian D. Lowder, Inc. (CRD 105972): Form ADV filing data as of October 2026.