Charles Spencer Brant

CFA

Branzan Investment Advisors, INC.

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Branzan Investment Advisors, INC.

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

4 clients

Average Client Portfolio

$26.0M average

Assets Under Management

$104.0M

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

Location

10288 W Chatfield Ave, Ste 300, Littleton, CO, 80127

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Charles is a manager/member of multiple LLCs, including LHB Ventures LLC, LHB Capital Partners LLC, Los Hermanos Brant S de RL de CV, 3B AG Partners LLC, 3B Cattle LLC, LHB Drilling LLC, John A. Getty LLC, LHB Niobrara, LLC, and LHB Mineral Management, LLC. These entities focus on investments in illiquid alternative assets and real estate in Mexico; Charles spends a few hours per week on LHB Ventures LLC and minimal time on the others.