SourcingSourcing

BRANZAN INVESTMENT ADVISORS, INC.

B51
CRD 120783·SEC 801-66261·LITTLETON, CO
AUM
$114.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$344K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRANZAN INVESTMENT ADVISORS, INC.
CRD
120783
SEC file #
801-66261
EIN
471772948
DBA names
—

Economics

AUM
$114.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$101.3M → $114.8M▲ +13%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
LITTLETON CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
twitter.com/branzan_ria(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRANT, CHARLES, SPENCER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BRANT, CHARLES, SPENCER
BRANT, JOHN, GETTY
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
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001636670
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2015-03-19
Edgar Last Filing Date
2015-03-19
Edgar Form D Count
1
Edgar Form D Offerings
2015-03-192015-03-19 · 0001636670-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab15
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
475 17TH ST STE 570DENVER, CO 80202
Business
475 17TH ST STE 570DENVER, CO 80202
Edgar EIN
471772948
Edgar Recent Filings
D2015-03-19 · 0001636670-15-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5888917
Trust Company Affiliate
No

People (5)

5
BRANT, JOHN, GETTY
IAR · Direct Owner · 62.5%
5010665
BRANT, CHARLES, SPENCER
IAR · Direct Owner · 62.5%
5888917
BRANT, JOHN, GETTY
IAR · Executive Officer · 2.5%
4543633
MATTHEW D DUPREE
IAR
2583732
RUSSELL JOHN MATTHEWS
IAR
2787672