{"url":"https://nivawealth.com/firms/lowe-brockenbrough-and-company-105142","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105142","regulatoryAum":5487791666,"crd":"105142","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2457072","suffix":"JR","lastName":"BOWERS","firstName":"JOHN","middleName":"ROS"},{"crd":"1718558","suffix":null,"lastName":"BROCKENBROUGH III","firstName":"AUSTIN","middleName":null},{"crd":"2347134","suffix":null,"lastName":"BROCKENBROUGH 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They include 364 high-net-worth individuals, 118 individual clients and 41 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lowe, Brockenbrough & Company offer?","answer":"Lowe, Brockenbrough & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lowe, Brockenbrough & Company charge?","answer":"Lowe, Brockenbrough & Company charges 0.20%–0.90% for its Private Wealth and Institutional Management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"BROCKENBROUGH ADV PART 2A FINAL, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lowe, Brockenbrough & Company use?","answer":"Lowe, Brockenbrough & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.39B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lowe, Brockenbrough & Company have?","answer":"Lowe, Brockenbrough & Company has 15 investment adviser representatives registered with state securities authorities, out of 31 employees, and 15 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lowe, Brockenbrough & Company invest in?","answer":"At the end of its last fiscal year, Lowe, Brockenbrough & Company’s separately managed accounts held 44% pooled vehicles (private funds and similar), 26% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 5% cash and equivalents, 2% state and local bonds and 1% U.S. government and agency bonds. It advises 58 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lowe, Brockenbrough & Company?","answer":"Lowe, Brockenbrough & Company’s direct owners are Charles Caravati, David Lyons, Austin Brockenbrough IV, 2019 Dynasty Trust and 2005 Trust, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 13 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lowe, Brockenbrough & Company get paid?","answer":"Lowe, Brockenbrough & Company is paid through a percentage of assets under management, fixed fees 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Lowe, Brockenbrough & Company registered with the SEC?","answer":"Yes, Lowe, Brockenbrough & Company has been registered with the SEC as an investment adviser since 1 July 1970. Its CRD number is 105142 and its SEC file number is 801-6691.","source":"Form ADV Part 1A, Item 1, filed 13 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Lowe, Brockenbrough & Company?","answer":"Lowe, Brockenbrough & Company’s main office is at 920 Libbie Ave., Suite 201, Richmond, VA 23226-2050. Its phone number is 804-288-0404. 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