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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRANSON FOWLKES & CO INC

CRD 107657

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebfd654d-a858-d652-c3a0-d8d502cd06cd

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2012 to Mar 23, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $439MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $392M
Private client RAUM: $419MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $62.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,126
Individual clients: 62
High net worth clients: 126
SEC number: 801-44173
CRD: 107657
Filings on the tape: 20
First filed: Mar 31, 2012
Latest filed: Mar 23, 2026
Organised: Corporation, TX
Website: bransonfowlkes.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN CARL LANDERS	Certified Financial Planner\|Personal Financial Specialist	HOUSTON, TX	1	35	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRANSON, JAY, WALLACE	CHIEF COMPLIANCE OFFICER	D	yes	01/2003	Mar 31, 2012	Feb 29, 2024
FOWLKES, MACO, STEWART	VICE PRESIDENT, SECRETARY	D	yes	07/1990	Mar 31, 2012	Feb 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRANSON FOWLKES RUSSELL INC	n/a	Independent wealth	$1.6M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$439M	$392M	7	7	0	n/a	n/a
2024	Mar 20, 2025	$407M	$356M	7	7	0	n/a	n/a
2023	Feb 29, 2024	$327M	$285M	6	6	0	n/a	n/a
2022	Mar 3, 2023	$309M	$263M	6	6	0	n/a	n/a
2021	Feb 23, 2022	$345M	$300M	6	6	0	n/a	n/a
2020	Mar 8, 2021	$300M	$261M	6	6	0	n/a	n/a
2019	Mar 20, 2020	$295M	$257M	6	6	0	n/a	n/a
2018	Mar 20, 2019	$240M	$205M	6	6	0	n/a	n/a
2017	Mar 28, 2018	$248M	$217M	7	7	0	n/a	n/a
2016	Mar 30, 2017	$226M	$198M	7	7	n/a	n/a	n/a
2015	Mar 29, 2016	$219M	$191M	7	7	n/a	n/a	n/a
2014	Mar 30, 2015	$225M	$193M	7	7	n/a	n/a	n/a
2013	Mar 28, 2014	$219M	$187M	7	7	n/a	n/a	n/a
2012	Mar 28, 2013	$207M	$177M	7	7	n/a	n/a	n/a
2011	Mar 31, 2012	$204M	$175M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$439M	$407M	8.0%	$309M	12.5%	7	7	0	0

Relationships

Affiliated with (2)

→ BRANSON FOWLKES RUSSELL INCRegistered adviserother investment adviser, control, common control
factForm ADV
← BRANSON FOWLKES RUSSELL INCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (7)

← JOHN CARL LANDERSAdvisorregistration: current employment
Mar 27, 2025 to presentfactForm ADV
← MARK EDWARD WILSONAdvisorregistration: current employment
Jul 25, 2023 to presentfactForm ADV
← MICHAEL SCOTT BISHOPAdvisorregistration: current employment
Jun 19, 2023 to presentfactForm ADV
← TROCON GARTOH REFFELLAdvisorregistration: current employment
Feb 28, 2023 to presentfactForm ADV
← JAY WALLACE BRANSONAdvisorregistration: current employment
Sep 16, 2005 to presentfactForm ADV
← MACO STEWART FOWLKESAdvisorregistration: current employment
Nov 22, 2004 to presentfactForm ADV
← DALLAS LEIGH JONESAdvisorregistration: current employment
Nov 22, 2004 to presentfactForm ADV

Controls (2)

← BRANSON, JAY, WALLACEOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 31, 2012 to Feb 29, 2024factForm ADV
← FOWLKES, MACO, STEWARTOwnerVICE PRESIDENT, SECRETARY, ownership code D, individual
Mar 31, 2012 to Feb 29, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebfd654d-a858-d652-c3a0-d8d502cd06cd
First observed: Mar 31, 2012
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRANSON FOWLKES & CO INC

CRD 107657

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebfd654d-a858-d652-c3a0-d8d502cd06cd

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN CARL LANDERS

Certified Financial Planner|Personal Financial Specialist

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRANSON, JAY, WALLACE

CHIEF COMPLIANCE OFFICER

yes

01/2003

Mar 31, 2012

Feb 29, 2024

FOWLKES, MACO, STEWART

VICE PRESIDENT, SECRETARY

yes

07/1990

Mar 31, 2012

Feb 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRANSON FOWLKES RUSSELL INC

n/a

Independent wealth

$1.6M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$439M

$392M

n/a

2024

Mar 20, 2025

$407M

$356M

n/a

2023

Feb 29, 2024

$327M

$285M

n/a

2022

Mar 3, 2023

$309M

$263M

n/a

2021

Feb 23, 2022

$345M

$300M

n/a

2020

Mar 8, 2021

$300M

$261M

n/a

2019

Mar 20, 2020

$295M

$257M

n/a

2018

Mar 20, 2019

$240M

$205M

n/a

2017

Mar 28, 2018

$248M

$217M

n/a

2016

Mar 30, 2017

$226M

$198M

n/a

2015

Mar 29, 2016

$219M

$191M

n/a

2014

Mar 30, 2015

$225M

$193M

n/a

2013

Mar 28, 2014

$219M

$187M

n/a

2012

Mar 28, 2013

$207M

$177M

n/a

2011

Mar 31, 2012

$204M

$175M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$439M

$407M

8.0%

$309M

12.5%