LOWE, BROCKENBROUGH & COMPANY, INC.
Legal name: BROCKENBROUGH
CRD #105142 SEC #801-6691 RICHMOND, VA 804-288-0404
SEC Registered Private Funds
Total AUM
$5.4B
Discretionary
$4.9B
Employees
32
Clients
0
Accounts
1,162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $5.4B | $4.9B | $587M | 32 | 0 |
| Jun 2025 | $5.4B | $4.9B | $587M | 32 | 0 |
| Mar 2025 | $5.4B | $4.9B | $587M | 32 | 0 |
| Sep 2024 | $4.8B | $4.3B | $528.1M | 31 | 0 |
| Jul 2024 | $4.8B | $4.3B | $528.1M | 31 | 0 |
| May 2024 | $4.8B | $4.3B | $528.1M | 31 | 0 |
| Mar 2024 | $4.8B | $4.3B | $528.1M | 31 | 0 |
| Oct 2023 | $4.2B | $3.4B | $851.2M | 30 | 0 |
| Mar 2023 | $4.2B | $3.4B | $851.2M | 30 | 0 |
| Oct 2022 | $4.9B | $3.8B | $1.1B | 29 | 32 |
| Mar 2022 | $4.9B | $3.8B | $1.1B | 29 | 32 |
| Apr 2021 | $3.9B | $3B | $964.8M | 26 | 33 |
| Mar 2021 | $3.9B | $3B | $964.8M | 26 | 33 |
| Jan 2021 | $3.4B | $2.5B | $906.5M | 25 | 35 |
| Jan 2021 | $3.4B | $2.5B | $906.5M | 25 | 35 |
| Jun 2020 | $3.4B | $2.5B | $906.5M | 25 | 35 |
| Mar 2020 | $3.4B | $2.5B | $906.5M | 25 | 35 |
| Apr 2019 | $2.8B | $1.6B | $1.2B | 26 | 30 |
| Mar 2019 | $2.8B | $1.6B | $1.2B | 26 | 30 |
| Feb 2019 | $3B | $1.6B | $1.4B | 27 | 1 |
| Mar 2018 | $3B | $1.6B | $1.4B | 27 | 1 |
| Sep 2017 | $2.5B | $1.3B | $1.1B | 26 | 300 |
| Apr 2017 | $2.5B | $1.3B | $1.1B | 26 | 300 |
| Mar 2017 | $2.5B | $1.3B | $1.1B | 26 | 300 |
| Feb 2017 | $2.5B | $1.3B | $1.1B | 25 | 300 |
| Nov 2016 | $2.5B | $1.3B | $1.1B | 25 | 300 |
| Mar 2016 | $2.5B | $1.3B | $1.1B | 25 | 300 |
| Jul 2015 | $2.5B | $1.4B | $1.1B | 23 | 300 |
| Mar 2015 | $2.5B | $1.4B | $1.1B | 23 | 300 |
| Mar 2014 | $2B | $2B | $12.9M | 23 | 400 |
| Apr 2013 | $1.8B | $1.8B | $9.9M | 21 | 400 |
| Mar 2012 | $1.6B | $1.6B | $9.1M | 11 | 400 |
| Aug 2011 | $976M | $976M | $0 | -- | -- |
| Jan 2011 | $976M | $976M | $0 | -- | -- |
| Mar 2010 | $956.9M | $956.9M | $0 | -- | -- |
| May 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Jan 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2006 | $1.1B | $1.1B | $0 | -- | -- |
| Dec 2005 | $1.1B | $1.1B | $0 | -- | -- |
| Oct 2005 | $1.1B | $1.1B | $0 | -- | -- |
| Sep 2005 | $1.1B | $1.1B | $0 | -- | -- |
| Feb 2005 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2004 | $1.2B | $1.2B | $0 | -- | -- |
| Oct 2001 | $1.7B | $1.7B | $0 | -- | -- |
DateAug 2025
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$587M
Employees32
Clients0
DateJun 2025
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$587M
Employees32
Clients0
DateMar 2025
Total AUM$5.4B
Discretionary$4.9B
Non-Disc.$587M
Employees32
Clients0
DateSep 2024
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$528.1M
Employees31
Clients0
DateJul 2024
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$528.1M
Employees31
Clients0
DateMay 2024
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$528.1M
Employees31
Clients0
DateMar 2024
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$528.1M
Employees31
Clients0
DateOct 2023
Total AUM$4.2B
Discretionary$3.4B
Non-Disc.$851.2M
Employees30
Clients0
DateMar 2023
Total AUM$4.2B
Discretionary$3.4B
Non-Disc.$851.2M
Employees30
Clients0
DateOct 2022
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees29
Clients32
DateMar 2022
Total AUM$4.9B
Discretionary$3.8B
Non-Disc.$1.1B
Employees29
Clients32
DateApr 2021
Total AUM$3.9B
Discretionary$3B
Non-Disc.$964.8M
Employees26
Clients33
DateMar 2021
Total AUM$3.9B
Discretionary$3B
Non-Disc.$964.8M
Employees26
Clients33
DateJan 2021
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$906.5M
Employees25
Clients35
DateJan 2021
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$906.5M
Employees25
Clients35
DateJun 2020
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$906.5M
Employees25
Clients35
DateMar 2020
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$906.5M
Employees25
Clients35
DateApr 2019
Total AUM$2.8B
Discretionary$1.6B
Non-Disc.$1.2B
Employees26
Clients30
DateMar 2019
Total AUM$2.8B
Discretionary$1.6B
Non-Disc.$1.2B
Employees26
Clients30
DateFeb 2019
Total AUM$3B
Discretionary$1.6B
Non-Disc.$1.4B
Employees27
Clients1
DateMar 2018
Total AUM$3B
Discretionary$1.6B
Non-Disc.$1.4B
Employees27
Clients1
DateSep 2017
Total AUM$2.5B
Discretionary$1.3B
Non-Disc.$1.1B
Employees26
Clients300
DateApr 2017
Total AUM$2.5B
Discretionary$1.3B
Non-Disc.$1.1B
Employees26
Clients300
DateMar 2017
Total AUM$2.5B
Discretionary$1.3B
Non-Disc.$1.1B
Employees26
Clients300
DateFeb 2017
Total AUM$2.5B
Discretionary$1.3B
Non-Disc.$1.1B
Employees25
Clients300
DateNov 2016
Total AUM$2.5B
Discretionary$1.3B
Non-Disc.$1.1B
Employees25
Clients300
DateMar 2016
Total AUM$2.5B
Discretionary$1.3B
Non-Disc.$1.1B
Employees25
Clients300
DateJul 2015
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees23
Clients300
DateMar 2015
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees23
Clients300
DateMar 2014
Total AUM$2B
Discretionary$2B
Non-Disc.$12.9M
Employees23
Clients400
DateApr 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.9M
Employees21
Clients400
DateMar 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$9.1M
Employees11
Clients400
DateAug 2011
Total AUM$976M
Discretionary$976M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$976M
Discretionary$976M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$956.9M
Discretionary$956.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--