Branzan Investment Advisors, Inc.
- Regulatory AUM
- $115M
- Discretionary
- $115M
- Clients
- 3
- Avg AUM / client
- $38.3M
- Accounts
- 5
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $102M | 89.0% |
| Charitable organizations | Fewer than 5 | $12.7M | 11.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $93.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Branzan Alternative Investment Fund, L.L.L.P. | Other Private Fund | Colorado | $73.5M | 73 |
| Branzan Energy Income Fund Ii L.L.L.P. | Other Private Fund | Colorado | $12.5M | 41 |
| Branzan Energy Income Fund Iii, L.L.L.P. | Other Private Fund | Colorado | $4.2M | 13 |
| Branzan Energy Income Fund, L.L.L.P. | Other Private Fund | Colorado | $2.9M | 5 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Getty Brant | Vice President | Oct 2001 (25y) | Less than 5% | |
| Charles Spencer Brant | Secretary/Vice President | CFA | Feb 2011 (16y) | 50% – 75% |
| John Getty Brant | Registered representative | CFA | Apr 2007 (19y) | |
| Matthew D Dupree | Registered representative | CFA | Feb 2024 (2y) | |
| Russell John Matthews | Registered representative | Apr 2025 (1y) |
Undisclosed: 20% – 50% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (4, $93.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Branzan Alternative Investment Fund, L.L.L.P. | Other Private Fund | $73.5M | $150K | 73 |
| Branzan Energy Income Fund Ii L.L.L.P. | Other Private Fund | $12.5M | $50.0K | 41 |
| Branzan Energy Income Fund Iii, L.L.L.P. | Other Private Fund | $4.2M | $250K | 13 |
| Branzan Energy Income Fund, L.L.L.P. | Other Private Fund | $2.9M | $50.0K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.56 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $12.6M (11% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗