BRANSON FOWLKES & CO INC
CRD #107657 SEC #801-44173 HOUSTON, TX 713-780-0606
SEC Registered
Total AUM
$407M
Discretionary
$355.6M
Employees
7
Clients
25
Accounts
1,094
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $407M | $355.6M | $51.5M | 7 | 0 |
| Feb 2024 | $327.5M | $285M | $42.5M | 6 | 0 |
| Mar 2023 | $308.8M | $262.8M | $46M | 6 | 0 |
| Mar 2023 | $308.8M | $262.8M | $46M | 6 | 0 |
| Feb 2022 | $344.9M | $299.9M | $45M | 6 | 0 |
| Mar 2021 | $300.4M | $261.2M | $39.2M | 6 | 0 |
| Jun 2020 | $295.3M | $256.8M | $38.6M | 6 | 0 |
| Mar 2020 | $295.3M | $256.8M | $38.6M | 6 | 0 |
| Mar 2019 | $240.4M | $204.9M | $35.5M | 6 | 0 |
| Nov 2018 | $247.9M | $216.7M | $31.2M | 7 | 0 |
| Apr 2018 | $247.9M | $216.7M | $31.2M | 7 | 0 |
| Mar 2018 | $247.9M | $216.7M | $31.2M | 7 | 0 |
| Mar 2017 | $226.4M | $197.9M | $28.6M | 7 | 200 |
| Mar 2016 | $219M | $191M | $28M | 7 | 200 |
| Mar 2015 | $225M | $192.5M | $32.5M | 7 | 200 |
| Mar 2014 | $219M | $187M | $32M | 7 | 200 |
| Mar 2013 | $207M | $177M | $30M | 7 | 200 |
| Mar 2012 | $204M | $175M | $29M | 11 | 200 |
| May 2011 | $194.9M | $194.9M | $0 | -- | -- |
| Mar 2011 | $194.9M | $194.9M | $0 | -- | -- |
| Feb 2009 | $165.7M | $165.7M | $0 | -- | -- |
| Mar 2008 | $223.8M | $223.8M | $0 | -- | -- |
| Jan 2007 | $166.3M | $166.3M | $0 | -- | -- |
| Jan 2006 | $136.3M | $136.3M | $0 | -- | -- |
| Sep 2005 | $113.2M | $113.2M | $0 | -- | -- |
| Jan 2005 | $71M | $71M | $0 | 10 | -- |
DateMar 2025
Total AUM$407M
Discretionary$355.6M
Non-Disc.$51.5M
Employees7
Clients0
DateFeb 2024
Total AUM$327.5M
Discretionary$285M
Non-Disc.$42.5M
Employees6
Clients0
DateMar 2023
Total AUM$308.8M
Discretionary$262.8M
Non-Disc.$46M
Employees6
Clients0
DateMar 2023
Total AUM$308.8M
Discretionary$262.8M
Non-Disc.$46M
Employees6
Clients0
DateFeb 2022
Total AUM$344.9M
Discretionary$299.9M
Non-Disc.$45M
Employees6
Clients0
DateMar 2021
Total AUM$300.4M
Discretionary$261.2M
Non-Disc.$39.2M
Employees6
Clients0
DateJun 2020
Total AUM$295.3M
Discretionary$256.8M
Non-Disc.$38.6M
Employees6
Clients0
DateMar 2020
Total AUM$295.3M
Discretionary$256.8M
Non-Disc.$38.6M
Employees6
Clients0
DateMar 2019
Total AUM$240.4M
Discretionary$204.9M
Non-Disc.$35.5M
Employees6
Clients0
DateNov 2018
Total AUM$247.9M
Discretionary$216.7M
Non-Disc.$31.2M
Employees7
Clients0
DateApr 2018
Total AUM$247.9M
Discretionary$216.7M
Non-Disc.$31.2M
Employees7
Clients0
DateMar 2018
Total AUM$247.9M
Discretionary$216.7M
Non-Disc.$31.2M
Employees7
Clients0
DateMar 2017
Total AUM$226.4M
Discretionary$197.9M
Non-Disc.$28.6M
Employees7
Clients200
DateMar 2016
Total AUM$219M
Discretionary$191M
Non-Disc.$28M
Employees7
Clients200
DateMar 2015
Total AUM$225M
Discretionary$192.5M
Non-Disc.$32.5M
Employees7
Clients200
DateMar 2014
Total AUM$219M
Discretionary$187M
Non-Disc.$32M
Employees7
Clients200
DateMar 2013
Total AUM$207M
Discretionary$177M
Non-Disc.$30M
Employees7
Clients200
DateMar 2012
Total AUM$204M
Discretionary$175M
Non-Disc.$29M
Employees11
Clients200
DateMay 2011
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees10
Clients--