James
Braden

Brownlie & Braden Advisors, LLC

CRD#2035425
Investment Advisor
in Dallas, TX

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About this Advisor

James Braden is a personal financial specialist working out of Dallas, Texas with 6 years of industry experience. Braden is on the advisory team at Brownlie & Braden Advisors, LLC. Their career trajectory has included roles at Hanover Hillcrest Holdings, LLC (F/K/A Brownlie & Braden, LLC), Brownlie & Braden Advisors, LLC and Cotton Creek Capital Management, LLC. Braden has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Brownlie & Braden Advisors, LLC is a business operating out of Dallas, TX. The company has a total of 18 people on staff. It manages $313 million in total assets among its 25 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 25 client accounts, 72% are associated with high-net-worth investors who have greater than $1 million in investable assets. Brownlie & Braden Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically are based on which service is offered. However, fee types billed by Brownlie & Braden Advisors, LLC most likely include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

2820 Ross Tower 500 North Akard Street
Dallas, TX 75201

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Brownlie & Braden Advisors, LLC Brokerage Details

Total Assets Under Management

$312,757,060

TX Average: $3,042,739,679
Total Number of Employees

18

TX Average: 49
Total Number of Accounts

25

TX Average: 2,315
Average Account Size

$12,510,282

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

James Braden Work History

James has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Brownlie & Braden Advisors, LLC

2006 - Present (18 years)

Cotton Creek Capital Management, LLC

2002 - Present (22 years)

Hanover Hillcrest Holdings, LLC (F/K/A Brownlie & Braden, LLC)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Braden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brownlie & Braden Advisors, LLC

Tyler Dodd
Fort Worth, TX
Frederick Wahl
Dallas, TX
Cara Sosebee
Dallas, TX
James Garnett
Fort Worth, TX
Ryan Childress
Fort Worth, TX
Rachel Keiser
Dallas, TX
John Allen
Fort Worth, TX
Smith Brownlie
Fort Worth, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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