Independent · Family-Operated · Serving Clients Nationwide
Discipline that stays in the family, extended to yours.
Browning Capital Management is an independent Registered Investment Advisor built on one idea: the people managing your wealth should have no interest but your own. Founded 2013. Still family-run.
Our Mission
“To design a completely independent platform, providing clients with objective supervision of their financial affairs, customized to each client's specific situation.”
Browning Capital Management LLC was founded in December 2013 by Scott Browning to serve high-net-worth individuals and their families. It is a family-owned and family-operated registered investment advisory firm with offices in Lake Forest, California and Sisters, Oregon.
Planning is part of the conversation, not a separate department. Estate structure, tax exposure and investments are looked at together, as parts of one situation.
Five principles.
The foundation is putting the interests of the client first.
We provide independent, objective professional services.
We align our interests with our clients.
We conduct due diligence to find investment managers and strategies suited to each client.
We monitor your situation and make recommendations as needed.
We provide relentless client service.
Where we help.
A plethora of services, one point of accountability.
Investment Management
A disciplined investment process: assess your situation, assess the markets, set allocation from your goals, monitor the options, and meet regularly.
Learn more → 02Family Office
Coordinated planning and investment management for high-net-worth families, across generations and across the advisors a family relies on.
Learn more →Straightforward fees.
You are quoted a fee before any work begins.
Ongoing
Investment Management & Family Office
Browning Capital Management has a simple fee structure. We use a tiered fee structure that is based on assets under management and the services requested. Browning Capital Management does not make any commissions from trades and has negotiated lower fee rates with third-party managers. This means we put clients first. We make more money when our clients do.
One-time projects
Flat fee engagements
In the rare circumstance that a client wants to engage us in a special project, we would charge a flat fee once we understand the scope of the engagement and prior to beginning any work.
Four Brownings.
A family firm, run by the family.
Scott D. Browning
Managing Director
An attorney and CPA* licensed in investments and insurance, Scott focuses on investment, tax and estate planning for affluent individuals. Scott graduated with honors from the University of Montana and in the top 25% of his class from Lewis and Clark Law School. He founded Browning Capital Management in December 2013.
*Licensed, not practicing.
Scott@browningcm.com
Dylan J. Browning
Advisor
Chapman University graduate in Finance and Accounting, licensed in investments, handling compliance, portfolio analytics, advising clients, and third-party manager reviews.
Dylan@browningcm.com
Christine E. Browning
Client Service Administrator
Leads client interaction and back-office operations, with a background as a paralegal in Oregon and California.
Chris@browningcm.com
Bridget N. Browning
Client Service Administrator
Cal State Fullerton graduate in Business Administration with an emphasis in Finance, assisting with back-office operations and client requests.
bridget@browningcm.com
Where to find us.
Offices in California and Oregon, serving clients nationwide.
Office
Lake Forest, California
Registered in California.
Office
Sisters, Oregon
Registered in Oregon.
Get In Touch