Branson Charles Faul
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Assetmark, Inc.Apr 2026 to now
- Assetmark Financial Holdings, Inc.Apr 2026 to now
- Vaultis Private Wealth Ltd.Oct 2025 to Mar 2026
- Silverjacket CommunicationsMay 2023 to Aug 2023
- Ivy Hills Country ClubMay 2022 to Aug 2022
- Ohio State UniversityMay 2021 to Aug 2025
- Lucy Blue PizzaNov 2020 to May 2021
- Rumundos PizzaMay 2018 to Aug 2020
- UnemployedMay 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8252083
- Firm CRD
- 109018