A complete list of active advisors currently associated with Browning Capital Management LLC

Warmer can help you find a great advisor at Browning Capital Management LLC or one who fits your needs even better.

Browning Capital Management LLC provides investment advice and wealth-management services to individual and high-net-worth clients, offering asset management, financial planning and family office services. The firm commonly charges percentage-of-assets under management and delivers portfolio management for individual accounts, and can place client assets with third-party money managers when appropriate. The firm uses a mix of fundamental analysis, modern portfolio theory, technical and cyclical analysis to build targeted asset-allocation strategies and implements portfolios on a generally discretionary basis with periodic rebalancing and quarterly reviews. It recommends an independent custodian relationship (Schwab is the recommended custodian) and provides regular reporting and performance monitoring as part of its advisory program. What distinguishes the firm from many peers is the multidisciplinary professional background of its principals — they hold both legal and certified public accountant credentials and maintain insurance licensure, and the ADV discloses that the firm engages in these complementary activities. The brochure also indicates the firm offers family office services with a multi-million dollar account threshold and includes predecessor performance information in its materials, and the firm recently shifted from SEC registration to state registration.

To learn more about the advisors currently working at Browning Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.