$45.4M Total AUM
$45.4M Disc. AUM
-29.9% 3Y CAGR
2 Employees
44 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · City National Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-2013
- Office Locations
- 1
Office Locations
-- Sisters OR
About Browning Capital Management LLC
Browning Capital Management LLC is a family-operated, independent RIA founded in 2013 that serves high-net-worth individuals and families. The firm leads with customized financial planning—often around major life transitions—coordinating investment management with insurance, estate, and tax considerations. Portfolios are implemented primarily with ETFs and outside managers/strategies under an objective, client-first oversight model.
Team overview
46 AVG AGE
$22.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
11 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Catalyst glacier Value
Client Personas
Harbor
Custodian
Glacier Pathway eagle
Investment Themes
North Delta Focus
Investment Vehicles
Bridge beacon
Services
Signal Vertex pioneer Glacier Unison fusion Wave beacon Unison Crest Catalyst matrix Element element Momentum
Owner & Executives
SCOTT DOUGLAS BROWNING
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4640456
- Ownership
- 75% or more
(809) 974-5217
alpha.bridge@deltacapital.com
in linkedin.com/in/delta-quantum
Showing 1 of 1 owners & executives
Unlock allContacts
DYLAN JAMES BROWNING
Advisor
- CRD
- #6738683
(852) 760-5785
pathway.vital@peakcapital.com
in linkedin.com/in/delta-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,353,061 | $368,724 |
| Non-Discretionary | $0 | -- |
| Total | $45,353,061 | $368,724 |
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Separately Managed Accounts
Total SMA Asset: $45,353,061
Equity - Exchange:
35.2% Public Funds:
20.6% Cash:
21.5% U.S. Government/Agency:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $480,678,118 | 35.2% |
| Public Funds | $281,305,944 | 20.6% |
| Cash | $293,596,010 | 21.5% |
| U.S. Government/Agency | $309,982,764 | 22.7% |
| Total | $1,365,562,836 | 100.0% |