Brown Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,093,398
Clients
22
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$640,609
About
Brown Capital Advisors, LLC is a small, independent advisory firm led by founder Christopher J. Brown, CFA that serves individuals, high net worth clients, and entrepreneurs. The firm provides discretionary portfolio management, modular financial planning, and CFO advisory consultation services to small business owners and entrepreneurs.
The firm’s investment process centers on fundamental analysis and portfolio construction using equities and exchange-traded funds, with discretionary rebalancing and at least annual formal reviews. Its brochure also describes the use of options and exposures to futures or other derivatives through actively managed ETFs and bitcoin ETFs, and it discusses risks associated with such derivative exposures in separately managed accounts.
Compared with many independent solo advisers, Brown Capital explicitly offers CFO advisory services to corporate and business clients and tailors engagements for entrepreneurs, which is an uncommon client focus. It also limits alternative investments to no more than 30% of a portfolio and requires documentation of a client’s net worth or income before recommending such strategies, reflecting additional suitability controls uncommon at firms of this size.
Client services
Financial planning
Portfolio management
Advisory consultations
Expertise
Real estate investing
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$2,000 to $10,000 for financial planning; $30,000 to $75,000 annually for CFO advisory consultation services
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Main office location
Brown Capital Advisors, LLC
506 Roswell Street, Suite 210
Marietta GA 30060, United States
Number of offices
1
Most active in
Brown Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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