SourcingSourcing

BRANSON FOWLKES RUSSELL INC

C35
CRD 107656·SEC 801-39088·HOUSTON, TX
AUM
$1.6M
<$25M
Est. Revenue
$16K
@ 1% on AUM
Est. EBITDA
$5K
@ 30% margin
Est. Deal Value
$39K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRANSON FOWLKES RUSSELL INC
CRD
107656
SEC file #
801-39088
EIN
—
DBA names
—

Economics

AUM
$1.6M
AUM band
<$25M
AUM trajectory
'20'26
$627K → $1.6M▲ +158%
Client mix
Individuals High Net Worth1

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
2 advisors → 6 advisors▲ +200%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
bransonfowlkes.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRANSON, JAY, WALLACE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BRANSON, JAY, WALLACE
FOWLKES, MACO, STEWART
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRANSONFOWLKES.COM
Rdap Domain Creation Date
1998-06-23T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-22T04:00:00Z
Rdap Domain Last Changed
2023-02-17T19:32:07Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1012011
Trust Company Affiliate
No

People (6)

6
BRANSON, JAY, WALLACE
IAR · Direct Owner · 62.5%
1012011
FOWLKES, MACO, STEWART
IAR · Direct Owner · 62.5%
1552712
MARK EDWARD WILSON
IAR
4309432
MICHAEL SCOTT BISHOP
IAR
3195334
DALLAS LEIGH JONES
IAR
1825351
TROCON GARTOH REFFELL
IAR
5088278