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Brown Financial Advisors, LLC

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Client assets under management

$327,793,450

Clients

602

17% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

201

Very High

Average account size

$544,507

About

Brown Financial Advisors provides investment management and financial planning to individuals, high-net-worth clients, and trusts. The firm offers asset management through a co-advisor arrangement and standalone financial planning or consulting engagements billed on fixed-fee or hourly bases.

Investment services center on model portfolios supplied by a third‑party co-advisor; Brown Financial Advisors helps clients select appropriate models, maintains discretion to change models, and relies on the co-advisor for security selection and trade execution. Financial plans and periodic reviews are tailored to client objectives and use fundamental and technical analysis, with client-specific Investment Policy Statements documenting restrictions and goals.

What is distinctive about the firm is its scale and structure for a small advisor group: it manages roughly $328 million for about 600 clients with three advisors across five offices, producing a client load of more than 200 clients per advisor. The firm is also affiliated with an insurance and tax advisory business and participates in fee-sharing and incentive arrangements with its co-advisor (including tiered AUM participation), conflicts the brochure discloses and describes procedures to mitigate.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Negotiable fixed fee up to $2,500 for Financial Planning Services

Percentage

$0+: 1.40% annually (Strategic, Tactical, Allocation & Defined Outcome Portfolios) $0+: 1.00% annually (Preservation Portfolios) $0+: 1.40% annually (Private Wealth Portfolios)

Project-based

$200 per hour for Financial Planning Services

Main office location

Brown Financial Advisors, LLC

964 State Route 28

Milford OH 45150, United States

Number of offices

5

Most active in

Florida · Indiana · Kentucky · Ohio · Oklahoma · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander B

Series 65

Milford, OH

Brown Financial Advisors, LLC

Alexander Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, where he has worked since 2016. He has seven years of industry experience and also operates Brown Insurance & Tax Advisors, LLC, providing insurance and tax services. Brown Financial Advisors serves individual and high-net-worth clients, managing approximately $299 million in discretionary assets across five offices. The firm primarily uses a co-advisor model with third-party portfolio managers, offering financial planning and consulting services tailored to client objectives.

Active portfolio management Options & derivatives strategies
user avatar

Gregory B

Series 65

Milford, OH

Brown Financial Advisors, LLC

Gregory Brown is a financial advisor at Brown Financial Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Brown Financial Advisors since 2008. In addition to his advisory role, he manages Brown Insurance & Tax Advisors, where he is involved in insurance sales and tax preparation. Brown Financial Advisors serves individual and high-net-worth clients, providing portfolio management primarily through a co-advisor relationship with a third-party manager. The firm manages approximately $299 million in discretionary assets and supports about 679 client relationships across five offices.

Active portfolio management Options & derivatives strategies
user avatar

Myron B

Series 65

Milford, OH

Brown Financial Advisors, LLC

Myron Borth II is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Brown Financial Advisors, LLC since 2012 and also serves as vice president, insurance agent, and tax preparer at Brown Insurance & Tax Advisors. Additionally, he works as a loan officer at Gradient Home Mortgage, LLC. Brown Financial Advisors serves individual and high-net-worth clients by providing portfolio management through third-party co-advisors, along with financial planning and consulting services. The firm manages approximately $299 million in discretionary assets and supports around 679 client relationships across five offices.

Active portfolio management Options & derivatives strategies
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