BRIAN D. LOWDER, INC.

Overview

Brian D. Lowder, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, including small businesses. The firm is SEC-registered and has operated for several decades. Its stated fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, which supports both ongoing portfolio management and discrete planning work. Investment activity is equity‑centric: the firm prefers exchange‑traded equities and ETFs as the backbone of client portfolios while supplementing them with mutual funds and select alternative allocations. The adviser does not identify as an active ESG investor and primarily serves a domestic client base. Portfolio implementation appears to follow a liquid, listed-securities approach for core exposures with the ability to layer in less liquid strategies where appropriate.

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Public Holdings

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Location & Offices