BRIAN D. LOWDER, INC.
CRD #105972 SEC #801-27745 SAN DIEGO, CA 858-794-6800
SEC Registered
Total AUM
$370.3M
Discretionary
$370.3M
Employees
3
Clients
101
Accounts
657
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $370.3M | $370.3M | $0 | 3 | 3 |
| Jan 2025 | $370.3M | $370.3M | $0 | 3 | 3 |
| Feb 2024 | $349.2M | $349.2M | $0 | 3 | 3 |
| Apr 2023 | $325.5M | $325.5M | $0 | 2 | 3 |
| Feb 2023 | $325.5M | $325.5M | $0 | 2 | 3 |
| Feb 2022 | $377.5M | $377.5M | $0 | 3 | 0 |
| Feb 2021 | $319.3M | $319.3M | $0 | 4 | 0 |
| Jun 2020 | $302.4M | $302.4M | $0 | 4 | 0 |
| Apr 2020 | $302.4M | $302.4M | $0 | 4 | 0 |
| Feb 2019 | $250.9M | $250.9M | $0 | 5 | 0 |
| Feb 2018 | $270.8M | $270.4M | $404.7K | 5 | 0 |
| Jun 2017 | $251.5M | $251.1M | $362.1K | 5 | 200 |
| Feb 2017 | $251.5M | $251.1M | $362.1K | 5 | 200 |
| Feb 2016 | $246.7M | $246.3M | $355K | 5 | 200 |
| Mar 2015 | $246.3M | $246M | $355.3K | 5 | 200 |
| Mar 2014 | $230.3M | $229.9M | $329.7K | 5 | 200 |
| Mar 2014 | $230.3M | $229.9M | $329.7K | 5 | 200 |
| Mar 2013 | $197.7M | $197.4M | $272.9K | 5 | 200 |
| Feb 2012 | $176.4M | $176.2M | $259.1K | 1 | 200 |
| Jun 2011 | $177.6M | $176.8M | $805.6K | 5 | -- |
| Mar 2010 | $160.5M | $159.7M | $805.6K | 5 | -- |
| Mar 2009 | $154.7M | $153.6M | $1.1M | 5 | -- |
| Mar 2008 | $178.9M | $177.1M | $1.9M | 5 | -- |
| May 2007 | $172.2M | $171.5M | $747.7K | 5 | -- |
| Mar 2007 | $140.2M | $139.6M | $593.5K | 5 | -- |
| Mar 2006 | $132.2M | $132.2M | $0 | 5 | -- |
| May 2004 | $103.2M | $103M | $150.4K | 5 | -- |
DateAug 2025
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees3
Clients3
DateJan 2025
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees3
Clients3
DateFeb 2024
Total AUM$349.2M
Discretionary$349.2M
Non-Disc.$0
Employees3
Clients3
DateApr 2023
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees2
Clients3
DateFeb 2023
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees2
Clients3
DateFeb 2022
Total AUM$377.5M
Discretionary$377.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$319.3M
Discretionary$319.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$302.4M
Discretionary$302.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$302.4M
Discretionary$302.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$250.9M
Discretionary$250.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$270.8M
Discretionary$270.4M
Non-Disc.$404.7K
Employees5
Clients0
DateJun 2017
Total AUM$251.5M
Discretionary$251.1M
Non-Disc.$362.1K
Employees5
Clients200
DateFeb 2017
Total AUM$251.5M
Discretionary$251.1M
Non-Disc.$362.1K
Employees5
Clients200
DateFeb 2016
Total AUM$246.7M
Discretionary$246.3M
Non-Disc.$355K
Employees5
Clients200
DateMar 2015
Total AUM$246.3M
Discretionary$246M
Non-Disc.$355.3K
Employees5
Clients200
DateMar 2014
Total AUM$230.3M
Discretionary$229.9M
Non-Disc.$329.7K
Employees5
Clients200
DateMar 2014
Total AUM$230.3M
Discretionary$229.9M
Non-Disc.$329.7K
Employees5
Clients200
DateMar 2013
Total AUM$197.7M
Discretionary$197.4M
Non-Disc.$272.9K
Employees5
Clients200
DateFeb 2012
Total AUM$176.4M
Discretionary$176.2M
Non-Disc.$259.1K
Employees1
Clients200
DateJun 2011
Total AUM$177.6M
Discretionary$176.8M
Non-Disc.$805.6K
Employees5
Clients--
DateMar 2010
Total AUM$160.5M
Discretionary$159.7M
Non-Disc.$805.6K
Employees5
Clients--
DateMar 2009
Total AUM$154.7M
Discretionary$153.6M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2008
Total AUM$178.9M
Discretionary$177.1M
Non-Disc.$1.9M
Employees5
Clients--
DateMay 2007
Total AUM$172.2M
Discretionary$171.5M
Non-Disc.$747.7K
Employees5
Clients--
DateMar 2007
Total AUM$140.2M
Discretionary$139.6M
Non-Disc.$593.5K
Employees5
Clients--
DateMar 2006
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$103.2M
Discretionary$103M
Non-Disc.$150.4K
Employees5
Clients--