Firm
Browning Capital Management
Sisters, Oregon
Fee-only
Browning Capital Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 36 individual clients, 22 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 123 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Sisters, Oregon |
|---|---|
| Website | browningcm.com |
| Phone | (949) 439-7457 |
Browning Capital Management fees
Browning Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects, flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 14 |
| High-net-worth clients | 22 |
| Accounts managed | 123 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-115034) |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 169271 |