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 provides investment advisory, portfolio management, financial planning and family office services to individuals, high‑net‑worth clients and other legal entities. It offers discretionary portfolio management, modular and comprehensive financial planning, access to third‑party money managers and may recommend insurance products as part of client solutions. The firm combines fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis to build targeted asset allocations across equities, mutual funds, ETFs, municipal bonds and REITs, with periodic rebalancing and quarterly or annual reviews. Accounts are typically managed on a discretionary basis and strategies are implemented through custodial arrangements and, when appropriate, outside money managers, with regular reporting to clients. Compared with peers of similar size, the ADV highlights several atypical features: the firm discloses advertising of predecessor performance and identifies affiliated professional activities — a principal is a licensed attorney in California (inactive in Oregon) and an active California Certified Public Accountant who devotes a limited portion of time to those services. The brochure also notes the firm’s recent change from SEC to state registration and explicitly discloses potential conflicts such as insurance commissions and the provision of affiliated legal/accounting services.
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.
Name |
Location |
Years of experience |
|---|---|---|
Sisters, OR
| 9
| |
Sisters, OR
| 13
|
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