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- Custodian
- Fidelity/NFS · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-1993
- Office Locations
- 1
Office Locations
About Branson Fowlkes & CO INC
Branson Fowlkes & Co. is a Houston-based wealth management firm providing financial planning, investment management, and estate planning strategies. The team develops custom plans around client goals—often retirement and “bucket list” planning—and brings an integrated tax lens with an in-house CPA/PFS serving as an investment, income, and estate tax advisor.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAY WALLACE BRANSON
Chief Compliance Officer, President
- CRD
- #1012011
- Ownership
- 50% but less than 75%
MACO STEWART FOWLKES
Associate, Secretary, VICE PRESIDENT
- CRD
- #1552712
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL SCOTT BISHOP
--
- CRD
- #3195334
DALLAS LEIGH JONES
Chief Executive Officer, President
- CRD
- #1825351
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $391,909,039 | $391,518 |
| Non-Discretionary | $47,480,000 | $379,840 |
| Total | $439,389,039 | $390,221 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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