Our Firm


Lowe, Brockenbrough & Company is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans.
  • Our firm was founded on the principles of trust, transparency, collaboration and exceptional service.
  • Our culture promotes teamwork, innovation, and successful client outcomes.
  • Investment portfolios are managed in a disciplined manner designed to achieve strong risk-adjusted returns over time.

Firm Profile
  • Founded in 1970
  • Assets under management as of September 30, 2021: $4.4 billion
  • Total Firm Employees: 30  
              - Average Industry Experience - 24 Years
              - Average Firm Tenure - 14 Years