$465.3M Total AUM
$400.6M Disc. AUM
-- 3Y CAGR
6 Employees
86 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal
- Established Date
- 08-27-2019
- Office Locations
- 3
Office Locations
10000 Memorial Drive Suite 440 Houston TX
1227 W. Magnolia AVE Suite 510 Fort Worth TX
-- Fort Worth TX
About Brownlee Wealth Management
Brownlee Wealth Management is a fixed-fee RIA serving oil & gas professionals and their families, providing planning-led wealth management focused on tax strategy, portfolio construction (including ETFs and funds), and legacy/estate planning. Based in Texas, the team works with a limited number of households and custodies with Schwab and Fidelity; they also publish a podcast for the niche.
Team overview
-- AVG AGE
$93.1M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
3.8 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Signal Foundation catalyst Matrix beacon Matrix Element
Client Personas
Harbor Pioneer glacier
Custodian
Bridge prime Atlas Bridge Glacier Ember vital Vector
Fund Managers
Oak beacon
Investment Themes
Frontier summit Timber horizon Legacy foundation Atlas Capital vector
Investment Vehicles
Momentum unison
Platform
Eagle ember
Services
Catalyst north Meridian matrix Harbor Ridge Catalyst Pathway Alpha crest
Technology
Peak
Owner & Executives
J
JUSTIN DOUGLAS BROWNLEE
Chief Operating Officer, Owner
- CRD
- #6166759
- Ownership
- 50% but less than 75%
(971) 424-3618
ember.radial@beaconcapital.com
in linkedin.com/in/quantum-peak
Jared Michael Machen
Chief Compliance Officer, CHIEF OPERATING OFFICER, Trader
- CRD
- #6492755
- Ownership
- 10% but less than 25%
(939) 294-7111
unison.frontier@bridgecapital.com
in linkedin.com/in/beacon-frontier
F
Fusion vital
Horizon signal zenith
- CRD
- #90285
- Ownership
- 3.0%
(547) 716-9724
unison.momentum@pioneercapital.com
in linkedin.com/in/summit-bridge
Showing 2 of 4 owners & executives
Unlock allContacts
C
CAROLYN LINGLE
Associate Financial Advisor
- CRD
- #4877378
(739) 402-5104
pioneer.pathway@focuscapital.com
in linkedin.com/in/quantum-timber
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $400,582,298 | $1,213,886 |
| Non-Discretionary | $64,706,876 | $2,310,960 |
| Total | $465,289,174 | $1,299,690 |
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Separately Managed Accounts
Total SMA Asset: $465,289,174
Public Funds:
43.8% Equity - Exchange:
16.4% U.S. Government/Agency:
29.1% Cash:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,517,619,831 | 43.8% |
| Equity - Exchange | $568,241,215 | 16.4% |
| U.S. Government/Agency | $1,008,281,669 | 29.1% |
| Cash | $370,742,744 | 10.7% |
| Total | $3,464,885,459 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER RADIAL ALPHA | PRIME FUSION | 0KK1L0ZXI | UGDS | 9.32% | $112,473,341 |
| INSIGHT OPTIMA ZENITH | CREST FRONTIER | A6RFAQDB2 | ZVYAF | 4.01% | $50,824,596 |
| CATALYST CREST CATALYST | QUANTUM EMBER | 87J7KW35I | OXSU | 5.43% | $90,251,795 |
| CATALYST RADIAL | ELEMENT WAVE | OK5QRAO4I | ISRY | 11.15% | $105,108,652 |
| OPTIMA PRIME | ALPHA EMBER | YBNZMJJC6 | BXJ | 11.52% | $84,957,608 |
| DELTA MOMENTUM | RADIAL BEACON | SYY1FSL91 | BOXU | 6.44% | $4,096,471 |
| PEAK SUMMIT DELTA | FRONTIER MATRIX | 1T7G8S1NO | UTBP | 8.61% | $81,215,501 |
| CATALYST OPTIMA | OPTIMA INSIGHT | J4GMD5JAO | VINKD | 4.85% | $90,485,260 |