BRANZAN INVESTMENT ADVISORS, INC.
CRD #120783 SEC #801-66261 LITTLETON, CO 303-292-9224
SEC Registered Private Funds
Total AUM
$104M
Discretionary
$104M
Employees
6
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $104M | $104M | $0 | 6 | 0 |
| Mar 2025 | $104M | $104M | $0 | 6 | 0 |
| Dec 2024 | $102.2M | $102.2M | $0 | 6 | 0 |
| Jul 2024 | $102.2M | $102.2M | $0 | 6 | 0 |
| May 2024 | $102.2M | $102.2M | $0 | 6 | 0 |
| May 2024 | $102.2M | $102.2M | $0 | 6 | 0 |
| Mar 2024 | $97.9M | $97.9M | $0 | 6 | 0 |
| Jan 2024 | $100.1M | $91.8M | $8.3M | 6 | 0 |
| Mar 2023 | $100.1M | $91.8M | $8.3M | 6 | 0 |
| Jul 2022 | $128.6M | $88.5M | $40.2M | 4 | 0 |
| Mar 2022 | $130.3M | $87.4M | $42.8M | 5 | 0 |
| Oct 2021 | $108.7M | $72.3M | $36.5M | 5 | 0 |
| Jun 2021 | $108.7M | $72.3M | $36.5M | 5 | 0 |
| Feb 2021 | $108.7M | $72.3M | $36.5M | 5 | 0 |
| Nov 2020 | $75.6M | $75M | $608.2K | 5 | 0 |
| Jul 2020 | $75.6M | $75M | $608.2K | 5 | 0 |
| Mar 2020 | $112.8M | $75.1M | $37.7M | 5 | 0 |
| Jun 2019 | $101.3M | $68M | $33.2M | 5 | 0 |
| Mar 2019 | $100.3M | $67.1M | $33.2M | 5 | 0 |
| Mar 2018 | $96.6M | $65.9M | $30.7M | 6 | 0 |
| Aug 2017 | $95.4M | $60.5M | $34.9M | 6 | 26 |
| May 2017 | $94.8M | $59.9M | $34.9M | 6 | 26 |
| Mar 2017 | $95.1M | $60.1M | $34.9M | 6 | 26 |
| Mar 2017 | $95.1M | $60.1M | $34.9M | 6 | 26 |
| Mar 2016 | $92.5M | $65.5M | $27.1M | 6 | 26 |
| Jul 2015 | $94.1M | $71.5M | $22.6M | 6 | 26 |
| Apr 2015 | $94.1M | $71.5M | $22.6M | 6 | 26 |
| Apr 2014 | $92M | $91.1M | $896.7K | 6 | 11 |
| Mar 2014 | $92M | $91.1M | $896.7K | 6 | 11 |
| Jan 2014 | $95M | $94.3M | $730.8K | 6 | 11 |
| Jul 2013 | $95M | $94.3M | $730.8K | 6 | 11 |
| Mar 2013 | $95M | $94.3M | $730.8K | 6 | 11 |
| Jun 2012 | $96.4M | $95.2M | $1.2M | 6 | 11 |
| Mar 2012 | $96.4M | $95.2M | $1.2M | 6 | 11 |
| Apr 2011 | $83.2M | $82.4M | $793.3K | 10 | -- |
| Mar 2010 | $74.3M | $64.4M | $9.9M | 5 | -- |
| Mar 2009 | $63.2M | $53.3M | $10M | 5 | -- |
| Mar 2008 | $73.5M | $63.8M | $9.7M | 5 | -- |
| Apr 2007 | $57.1M | $47.2M | $9.9M | 5 | -- |
| Feb 2007 | $57.1M | $47.2M | $9.9M | 5 | -- |
| Mar 2006 | $33.5M | $31.5M | $2.1M | 5 | -- |
| Feb 2006 | $33.5M | $31.5M | $2.1M | 5 | -- |
DateAug 2025
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$100.1M
Discretionary$91.8M
Non-Disc.$8.3M
Employees6
Clients0
DateMar 2023
Total AUM$100.1M
Discretionary$91.8M
Non-Disc.$8.3M
Employees6
Clients0
DateJul 2022
Total AUM$128.6M
Discretionary$88.5M
Non-Disc.$40.2M
Employees4
Clients0
DateMar 2022
Total AUM$130.3M
Discretionary$87.4M
Non-Disc.$42.8M
Employees5
Clients0
DateOct 2021
Total AUM$108.7M
Discretionary$72.3M
Non-Disc.$36.5M
Employees5
Clients0
DateJun 2021
Total AUM$108.7M
Discretionary$72.3M
Non-Disc.$36.5M
Employees5
Clients0
DateFeb 2021
Total AUM$108.7M
Discretionary$72.3M
Non-Disc.$36.5M
Employees5
Clients0
DateNov 2020
Total AUM$75.6M
Discretionary$75M
Non-Disc.$608.2K
Employees5
Clients0
DateJul 2020
Total AUM$75.6M
Discretionary$75M
Non-Disc.$608.2K
Employees5
Clients0
DateMar 2020
Total AUM$112.8M
Discretionary$75.1M
Non-Disc.$37.7M
Employees5
Clients0
DateJun 2019
Total AUM$101.3M
Discretionary$68M
Non-Disc.$33.2M
Employees5
Clients0
DateMar 2019
Total AUM$100.3M
Discretionary$67.1M
Non-Disc.$33.2M
Employees5
Clients0
DateMar 2018
Total AUM$96.6M
Discretionary$65.9M
Non-Disc.$30.7M
Employees6
Clients0
DateAug 2017
Total AUM$95.4M
Discretionary$60.5M
Non-Disc.$34.9M
Employees6
Clients26
DateMay 2017
Total AUM$94.8M
Discretionary$59.9M
Non-Disc.$34.9M
Employees6
Clients26
DateMar 2017
Total AUM$95.1M
Discretionary$60.1M
Non-Disc.$34.9M
Employees6
Clients26
DateMar 2017
Total AUM$95.1M
Discretionary$60.1M
Non-Disc.$34.9M
Employees6
Clients26
DateMar 2016
Total AUM$92.5M
Discretionary$65.5M
Non-Disc.$27.1M
Employees6
Clients26
DateJul 2015
Total AUM$94.1M
Discretionary$71.5M
Non-Disc.$22.6M
Employees6
Clients26
DateApr 2015
Total AUM$94.1M
Discretionary$71.5M
Non-Disc.$22.6M
Employees6
Clients26
DateApr 2014
Total AUM$92M
Discretionary$91.1M
Non-Disc.$896.7K
Employees6
Clients11
DateMar 2014
Total AUM$92M
Discretionary$91.1M
Non-Disc.$896.7K
Employees6
Clients11
DateJan 2014
Total AUM$95M
Discretionary$94.3M
Non-Disc.$730.8K
Employees6
Clients11
DateJul 2013
Total AUM$95M
Discretionary$94.3M
Non-Disc.$730.8K
Employees6
Clients11
DateMar 2013
Total AUM$95M
Discretionary$94.3M
Non-Disc.$730.8K
Employees6
Clients11
DateJun 2012
Total AUM$96.4M
Discretionary$95.2M
Non-Disc.$1.2M
Employees6
Clients11
DateMar 2012
Total AUM$96.4M
Discretionary$95.2M
Non-Disc.$1.2M
Employees6
Clients11
DateApr 2011
Total AUM$83.2M
Discretionary$82.4M
Non-Disc.$793.3K
Employees10
Clients--
DateMar 2010
Total AUM$74.3M
Discretionary$64.4M
Non-Disc.$9.9M
Employees5
Clients--
DateMar 2009
Total AUM$63.2M
Discretionary$53.3M
Non-Disc.$10M
Employees5
Clients--
DateMar 2008
Total AUM$73.5M
Discretionary$63.8M
Non-Disc.$9.7M
Employees5
Clients--
DateApr 2007
Total AUM$57.1M
Discretionary$47.2M
Non-Disc.$9.9M
Employees5
Clients--
DateFeb 2007
Total AUM$57.1M
Discretionary$47.2M
Non-Disc.$9.9M
Employees5
Clients--
DateMar 2006
Total AUM$33.5M
Discretionary$31.5M
Non-Disc.$2.1M
Employees5
Clients--
DateFeb 2006
Total AUM$33.5M
Discretionary$31.5M
Non-Disc.$2.1M
Employees5
Clients--