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- Custodian
- Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 23, 2026, reported AUM increased 8.0%, from $407.0M to $439.4M.
Across 5 reported observations, AUM increased 27.4% between February 23, 2022 and March 23, 2026, from $344.9M to $439.4M.
Of the latest reported AUM, 89.2% is discretionary and 10.8% is non-discretionary.
The firm reports 7 advisory representatives and 193 clients, or 27.6 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Branson Fowlkes & CO INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.