Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$448,381,854
Clients
275
56% high-net worth
Advisors
6
of 8 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
46
LowAverage account size
$1,630,479
Brown Financial Advisory provides discretionary portfolio management and related advisory services to individual clients, including high-net-worth households, under a percentage-of-assets fee model. The firm reports roughly $468 million in regulatory assets under management across about 275 client relationships.
The firm operates as a six-advisor team with formal documentation of its methods of analysis, investment strategies, brokerage practices, and account review processes, as reflected in its Form ADV brochure. The brochure also describes the firm's code of ethics and custody practices, indicating established compliance and oversight of trading and client asset handling.
Compared with many team firms, Brown Financial Advisory manages a relatively concentrated client base—about $1.7 million in AUM per client on average—suggesting a focus on larger, more individualized relationships. The ADV also includes a section addressing performance-based fees and side-by-side management, a topic not universally covered by advisory teams serving individual clients.
Brown Financial Advisory
54 S. Greeno Road
Fairhope AL 36532, United States
Number of offices
2
Alabama · Florida · Louisiana · Mississippi · North Carolina · South Carolina · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63, Series 65
Fairhope, AL
Brown Financial Advisory
CFA®
Fairhope, AL
Brown Financial Advisory
CFP®, Series 63
Fairhope, AL
Brown Financial Advisory
CFP®, ChFC®, Series 63
Fairhope, AL
Brown Financial Advisory
CFP®, Series 65
Fairhope, AL
Brown Financial Advisory
CFP®, Series 63, Series 66
Fairhope, AL
Brown Financial Advisory
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