Branson Fowlkes & Co Inc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 107657
· SEC file 801-44173
· Houston, TX
· WWW.BRANSONFOWLKES.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $439M
- Discretionary
- $392M
- Clients
- 193
- Avg AUM / client
- $2.3M
- Accounts
- 1,126
- Employees
- 7
AUM over time
$204M
$439M
Mar 31, 2012
Mar 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 62 | $47.9M | 10.9% |
| High net worth individuals | 126 | $372M | 84.6% |
| Pension and profit sharing plans | 5 | $17.5M | 3.98% |
| Charitable organizations | Fewer than 5 clients | $2.5M | 0.57% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jay Wallace Branson | President | CFP | Jul 1990 (36y) | 50% – 75% |
| Maco Stewart Fowlkes | Vice President, Secretary | CFP Chartered Financial Consultant | Jul 1990 (36y) | 50% – 75% |
| Dallas Leigh Jones | Registered representative | Nov 2004 (22y) | ||
| Trocon Gartoh Reffell | Registered representative | CFP | Feb 2023 (3y) | |
| Michael Scott Bishop | Registered representative | Jun 2023 (3y) | ||
| Mark Edward Wilson | Registered representative | Jul 2023 (3y) | ||
| John Carl Landers | Registered representative | CFP Personal Financial Specialist | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗