Branson Fowlkes Russell Inc (Houston)

Name: Branson Fowlkes Russell Inc
Address: 19 Briar Hollow Lane, Houston, TX, 77027
Telephone: 713-780-0606

Branson Fowlkes Russell Inc is a related adviser based in Houston. It manages $627.47 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Branson Fowlkes Russell provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Branson Fowlkes Russell: assets under management

The assets under management (AUM) of Branson Fowlkes Russell Inc is $627.47 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and $627.47 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $627.47 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $627.47 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Branson Fowlkes Russell Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Branson Fowlkes Russell Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jay Wallace Branson has been acting as President since 1 Jul 1991. Maco Stewart Fowlkes joined the executive team most recently as the Vice President, Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jay Wallace Branson	President	1 Jul 1991	50% - 75%	1012011
Maco Stewart Fowlkes	Vice president, secretary	1 Jul 1991	50% - 75%	1552712
Jay Wallace Branson	Chief compliance officer	1 Jan 2003	50% - 75%	1012011

Based in Houston

The principal office where Branson Fowlkes Russell Inc performs its advisory services is located at 19 Briar Hollow Lane, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-780-0606 or by fax 713-780-0072. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bransonfowlkes.com.