Browning Capital Management LLC

RIASEC RegisteredEst. 2019

Total AUM

$45.4M

Discretionary

$45.4M

100% of AUM

Avg account

$369K

Accounts

123

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 169271
Registered since: April 22, 2019
Website: www.browningcm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.51%
Individuals5.63%
Pension & Profit Sharing Plans5.27%
Corporations / Businesses1.59%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Browning Capital Management LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends fee models—percentage of assets under management alongside hourly and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Browning Capital does not identify as an active ESG investor and reports operating as a single‑state adviser.