Lowe, Brockenbrough & Company, Inc.

Lowe, Brockenbrough & Company, Inc. (CRD# 105142) is a financial advisory firm headquartered in Richmond, VA. They manage $2,459,324,000 in 775 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,459
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $3,173,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, LA, MD, MI, NC, NY, PA, TX, VA, WV

Financial Advisors at Lowe, Brockenbrough & Company, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
John R. Bowers
CRD#: 2457072
1802 Bayberry Ct., Suite 400, Richmond, VA 23226
96
Wealthminder
score

John Bowers (CRD# 2457072) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 11 years of experience in the finance industry.

2
Austin Brockenbrough
CRD#: 2347134
1802 Bayberry Ct, Richmond, VA 23226
96
Wealthminder
score

Austin Brockenbrough (CRD# 2347134) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 24 years of experience in the finance industry.

3
Charles M. Caravati
CRD#: 1888374
1802 Baybery Ct, Richmond, VA 23226
96
Wealthminder
score

Charles Caravati (CRD# 1888374) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 29 years of experience in the finance industry.

4
William R. Claiborne
CRD#: 1101907
1802 Bayberry Ct, Richmond, VA 23226
96
Wealthminder
score

William Claiborne (CRD# 1101907) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 34 years of experience in the finance industry.

5
David A. Lyons
CRD#: 1624727
1802 Bayberry Ct., Richmond, VA 23226
96
Wealthminder
score

David Lyons (CRD# 1624727) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 24 years of experience in the finance industry.

6
Page T. Reece
CRD#: 1023228
1802 Bayberry Ct, Richmond, VA 23226
96
Wealthminder
score

Page Reece (CRD# 1023228) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 24 years of experience in the finance industry.

7
Lawrence B. Whitlock
CRD#: 1147257
1802 Bayberry Ct, Richmond, VA 23226
96
Wealthminder
score

Lawrence Whitlock (CRD# 1147257) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 26 years of experience in the finance industry.

8
Pee-khun Oliver
CRD#: 4909963
1802 Bayberry Ct., Suite 400, Richmond, VA 23226
93
Wealthminder
score

Pee-khun Oliver (CRD# 4909963) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 7 years of experience in the finance industry.

9
Walter S. Robertson
CRD#: 4443678
1802 Bayberry Ct Ste 400, Richmond, VA 23226
93
Wealthminder
score

Walter Robertson (CRD# 4443678) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 13 years of experience in the finance industry.

10
Matthew P. Shaia
CRD#: 5682510
1802 Bayberry Ct., Suite 400, Richmond, VA 23226
93
Wealthminder
score

Matthew Shaia (CRD# 5682510) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 7 years of experience in the finance industry.

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