Smith
Brownlie

Brownlie & Braden Advisors, LLC

CRD#1764039
Investment Advisor
in Fort Worth, TX

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About this Advisor

Smith Brownlie is a financial advisor based in Fort Worth, Texas, working with Brownlie & Braden Advisors, LLC. Smith has previously held positions at Hanover Hillcrest Holdings, LLC (F/K/A Brownlie & Braden, LLC), Brownlie & Braden Advisors, LLC, Cotton Creek Capital Management, LLC, and Raz Property Investments Gp, LLC. Smith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Smith is part of Brownlie & Braden Advisors, LLC, which operates out of Fort Worth, Texas. The firm has one office and employs 15 individuals. The firm manages assets totaling $329.2 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Brownlie & Braden Advisors, LLC includes asset-based, hourly, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

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

City Center Ii, 301 Commerce Street Suite 3655
Fort Worth, TX 76102

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Brownlie & Braden Advisors, LLC Brokerage Details

Total Assets Under Management

$329,198,635

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

15

TX Average: 49
Total Number of Accounts

28

TX Average: 2,315
Average Account Size

$11,757,094

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

Smith Brownlie Work History

2017 - Present (7 years)

Brownlie & Braden Advisors, LLC

2017 - Present (7 years)

Raz Property Investments Gp, LLC

2006 - Present (18 years)

Cotton Creek Capital Management, LLC

2002 - Present (22 years)

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

Disclosures

Please visit the SEC profile of Smith Brownlie 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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