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Lowe Brockenbrough & Co Inc (Richmond)


Lowe Brockenbrough & Co Inc is a large advisory firm based in Richmond. It manages $2.46 billion of regulatory assets for 775 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, Maryland, and 6 other states.

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Lowe Brockenbrough & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and investment advice to pension plan sponsors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lowe Brockenbrough &: assets under management

The assets under management (AUM) of Lowe Brockenbrough & Co Inc is $2.46 billion. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.31 billion in discretionary accounts and $1.15 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.81 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.37 million.
Lowe Brockenbrough & has custody of $338.36 million in cash and securities for 61 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lowe Brockenbrough & Co Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Lowe Brockenbrough & Co Inc performs its advisory services is located at 1802 Bayberry Ct., Richmond, VA 23226 3767, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-288-0404 or by fax 804-288-7872. The normal business hours are 8:30a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at lowebrockenbrough.com.


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