Advisor at Brown Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brown Capital Management, LLC
Location
Little Rock, AR 72211
Credentials
Series 65, Series 66
Industry experience
6 years
James George is a financial advisor at Brown Capital Management, LLC with 6 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Brown Capital Management since 2019. In addition to his role at Brown Capital, he spends 10-20 hours per week assisting clients at JDJ Advisors with life insurance needs, focusing on term, fixed, and indexed insurance products. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans by providing investment supervisory services and hourly financial planning. The firm employs a diverse investment approach that includes multiple methods of analysis and incorporates insurance products alongside traditional asset classes.
Based on Brown Capital Management, LLC
$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.75%
$200 per hour for financial planning services
Account minimum: $200,000 Fee-only: Investment supervisory fees as per tiered schedule; Financial planning hourly fees at $200/hour
10816 Executive Center Dr., Suite 103
Little Rock, AR 72211
Arkansas
Brown Capital Management, LLC
2019 - Present (7 years)
JDJ Advisors
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Benton, AR
Wealth Ready
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
CFA®
Alexander, AR
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Series 66
Little Rock, AR
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CFP®, Series 63, Series 66
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Crosscurrent Wealthmanagement, LLC
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