Brown Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$192,425,782
Total clients
302
17% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
101
Average account size
$637,171
About
Brown Capital Management serves individual and high‑net‑worth clients as well as foundations and pension/profit‑sharing plans, offering ongoing investment supervisory services and hourly financial planning. The firm documents client objectives and constraints in an Investment Policy Statement and implements portfolios across mutual funds, equities, fixed income, ETFs, REITs and insurance products (including annuities).
The firm’s investment process uses multiple methods of analysis — charting, fundamental, technical and cyclical — and employs both long‑ and short‑term strategies. BCM’s trading toolkit includes short sales, margin transactions and options writing in addition to conventional portfolio construction, with risk considerations documented in client policy statements.
Noteworthy features in the brochure include the explicit inclusion of insurance products and life‑insurance considerations within financial planning and investable securities, which the firm lists alongside traditional asset classes. The firm also delivers a one‑time financial plan at presentation (with further plans available for a fee) and centrally assigns account reviews on a monthly basis, while allowing clients to direct brokerage and maintaining limited custody for fee deduction.
Client services
Expertise
Fee options
$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
Main office location
Brown Capital Management, LLC
10816 Executive Center Dr., Suite 103
Little Rock AR 72211, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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