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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-2000
- Office Locations
- 1
Office Locations
About Brannen & Lyle Investment Company
Brannen & Lyle Investment Company is an independent advisory firm (operating since 1992) serving individuals and families, pre‑retirees/retirees, business owners, and employers offering benefits, including agricultural and skilled‑trade clients. The team provides financial planning and asset management with an asset-allocation approach using ETFs, mutual funds and fixed income solutions, and supports accounts on custodians such as Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MAJOR HAROLD BRANNEN JR
President
- CRD
- #4292418
- Ownership
- 50% but less than 75%
KEITH D LYLE
Investment Advisor, VICE PRESIDENT
- CRD
- #4560387
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Keith D Lyle Jr.
--
- CRD
- #7717327
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,611,904 | -- |
| Non-Discretionary | $7,758,814 | -- |
| Total | $12,370,718 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,370,718
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,811,917,125 | 44.5% |
| Equity - Exchange | $2,270,018,063 | 26.5% |
| Cash | $2,484,170,711 | 29.0% |
| Total | $8,566,105,899 | 100.0% |