Wealth manager, independent · Houston, TX
Branson Fowlkes Russell Inc
SEC-registered investment adviser · CRD 107656 · SEC 801-39088
At a glance
Branson Fowlkes Russell Inc is an SEC-registered investment adviser based in Houston, Texas, with $2 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1 individual clients. By Form ADV it is a wealth manager, ranked 8,821st of 8,915 wealth managers and 16,422nd of 17,210 SEC-registered advisers by assets.
Main office 713-780-0606bransonfowlkes.comAs filed on Form ADV
- Regulatory AUM
- $2M
- Rank among wealth managers
- #8,821 of 8,915
- Rank among all SEC RIAs
- #16,422 of 17,210
- Rank in Texas
- #1,043 of 1,081
- Individual clients
- 1
- High-net-worth clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Jay W. BransonPresident
- Maco S. FowlkesVice President, Secretary
- Jay W. BransonChief Compliance Officer
Custody and brokerage
Custodian
Branson Fowlkes Russell Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1 | $2M | 100% |
Disciplinary disclosures
Branson Fowlkes Russell Inc answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bransonfowlkes.com ↗
AtlasMembers
The full record on Branson Fowlkes Russell Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 60 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Branson Fowlkes Russell Inc manage?
Branson Fowlkes Russell Inc reports $2 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Branson Fowlkes Russell Inc?
Branson Fowlkes Russell Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Branson Fowlkes Russell Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($2 million, 1 clients).
Does Branson Fowlkes Russell Inc have any disciplinary history?
Branson Fowlkes Russell Inc answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Branson Fowlkes Russell Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →