Branzan Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. The firm advises 3 private funds.
Branzan Investment Advisors reports 3 clients. They include 3 pooled investment vehicles. Of its assets, 100.0% ($115M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 89% |
| Charitable organizations | Fewer than 5 | 11% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $102M | 89.0% | $34M |
| Charitable organizations | Fewer than 5 | $12.7M | 11.0% | — |
| Total | 3 | $115M | 100% | — |
- Clients
- 3
- Regulatory AUM
- $102M
- AUM share
- 89.0%
- Avg. per client
- $34M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.7M
- AUM share
- 11.0%
- Avg. per client
- —
Total
- Clients
- 3
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Branzan Investment Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
John Brant owns 50% to 75% of Branzan Investment Advisors. The leadership team of Branzan Investment Advisors includes President John Brant and Chief Compliance Officer John Brant. It has 6 employees, 5 of them in advisory roles.
Leadership
- John BrantVice President
- John BrantPresident/Shareholder/Chief Compliance Officer
- Charles BrantSecretary/Vice President
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Charles Spencer Brant
- John Getty Brant
- John Getty Brant JR.
- Matthew D Dupree
- Russell John Matthews
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Branzan Investment Advisors, Inc.
John Brant
Control person · since January 2011
- Owns 50% to 75% of Branzan Investment Advisors, Inc.
Charles Brant
Control person · since January 2014
Branzan Investment Advisors’ regulatory assets grew from $109M (June 2021) to $115M (July 2026); clients were 3 in both filings and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $115M | 3 | 6 | 1 |
| March 2025 | $104M | 4 | 6 | 1 |
| July 2024 | $102M | 4 | 6 | 1 |
| March 2023 | $100M | 3 | 6 | 1 |
| July 2022 | $129M | 3 | 4 | 1 |
| June 2021 | $109M | 3 | 5 | 1 |
Besides its headquarters, Branzan Investment Advisors has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 10288 W Chatfield Ave, Ste 300, LittletonHQ
Contact and registration details
- Legal name
- Branzan Investment Advisors, Inc.
- Headquarters
- 10288 W Chatfield Ave, Ste 300, Littleton, CO 80127
- Website
- Not reported
- Phone
- 303-292-9224
- @branzan-investment-advisors-inc
- SEC file
- 801-66261
- Structure
- Colorado corporation
- Fiscal year end
- December
Branzan Investment Advisors uses Charles Schwab ($12.6M) as custodian for its separately managed accounts. Branzan Investment Advisors has custody of $102M in client assets for 3 clients.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $12.6M100%
At year end, Branzan Investment Advisors’ separately managed accounts were mostly in funds (83%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds83%
- Cash1%
How many clients does Branzan Investment Advisors have?
Branzan Investment Advisors has 3 clients and manages $115 million for them, as of July 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Branzan Investment Advisors offer?
Branzan Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Branzan Investment Advisors use?
Branzan Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $12.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Branzan Investment Advisors have?
Branzan Investment Advisors has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Branzan Investment Advisors invest in?
At the end of its last fiscal year, Branzan Investment Advisors’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities and 1% cash and equivalents. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Branzan Investment Advisors?
Branzan Investment Advisors’ direct owners are John Brant (50% to 75%) and Charles Brant (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Branzan Investment Advisors get paid?
Branzan Investment Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Branzan Investment Advisors?
Branzan Investment Advisors’ main office is at 10288 W Chatfield Ave, Ste 300, Littleton, CO 80127. Its phone number is 303-292-9224.