BROWNLIE & BRADEN ADVISORS, LLC
CRD #288879 SEC #801-110796 DALLAS, TX 214-219-4650
SEC Registered Private Funds
Total AUM
$329.2M
Discretionary
$329.2M
Employees
15
Clients
26
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $329.2M | $329.2M | $0 | 15 | 16 |
| Mar 2024 | $329.2M | $329.2M | $0 | 15 | 16 |
| Sep 2023 | $325.5M | $325.5M | $0 | 18 | 16 |
| Sep 2023 | $325.5M | $325.5M | $0 | 18 | 16 |
| Jul 2023 | $312.8M | $312.8M | $0 | 18 | 16 |
| Mar 2023 | $312.8M | $312.8M | $0 | 18 | 16 |
| Oct 2022 | $267.8M | $267.8M | $0 | 20 | 16 |
| Jul 2022 | $267.8M | $267.8M | $0 | 20 | 16 |
| May 2022 | $267.8M | $267.8M | $0 | 20 | 16 |
| Mar 2022 | $267.8M | $267.8M | $0 | 20 | 16 |
| Jun 2021 | $214.4M | $214.4M | $0 | 21 | 19 |
| Mar 2021 | $214.4M | $214.4M | $0 | 21 | 19 |
| Nov 2020 | $99.7M | $99.7M | $0 | 22 | 47 |
| Jun 2020 | $99.7M | $99.7M | $0 | 22 | 47 |
| Mar 2020 | $99.7M | $99.7M | $0 | 22 | 47 |
| Jun 2019 | $121.3M | $121.3M | $0 | 19 | 47 |
| Mar 2019 | $121.3M | $121.3M | $0 | 19 | 47 |
| Aug 2018 | $138.7M | $138.7M | $0 | 17 | 47 |
| Mar 2018 | $2B | $0 | $2B | 17 | 19 |
| Aug 2017 | $2B | $0 | $2B | 21 | 0 |
| Jun 2017 | $0 | $0 | $0 | 25 | 0 |
DateNov 2024
Total AUM$329.2M
Discretionary$329.2M
Non-Disc.$0
Employees15
Clients16
DateMar 2024
Total AUM$329.2M
Discretionary$329.2M
Non-Disc.$0
Employees15
Clients16
DateSep 2023
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees18
Clients16
DateSep 2023
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees18
Clients16
DateJul 2023
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees18
Clients16
DateMar 2023
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees18
Clients16
DateOct 2022
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees20
Clients16
DateJul 2022
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees20
Clients16
DateMay 2022
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees20
Clients16
DateMar 2022
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees20
Clients16
DateJun 2021
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees21
Clients19
DateMar 2021
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees21
Clients19
DateNov 2020
Total AUM$99.7M
Discretionary$99.7M
Non-Disc.$0
Employees22
Clients47
DateJun 2020
Total AUM$99.7M
Discretionary$99.7M
Non-Disc.$0
Employees22
Clients47
DateMar 2020
Total AUM$99.7M
Discretionary$99.7M
Non-Disc.$0
Employees22
Clients47
DateJun 2019
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees19
Clients47
DateMar 2019
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees19
Clients47
DateAug 2018
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees17
Clients47
DateMar 2018
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees17
Clients19
DateAug 2017
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees21
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0