M.K. Brown Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$165,540,986
Clients
152
28% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
152
Very HighAverage account size
$1,089,085
About
M.K. Brown Wealth Advisory is a fee‑based registered investment adviser that provides financial planning and portfolio management to individuals, trusts, estates, and retirement plans. The firm reports managing roughly $165.5 million for about 150 clients and offers ongoing advisory services including investment oversight and planning.
The firm typically manages accounts on a discretionary basis using model portfolios, third‑party money managers, and a mix of equities, mutual funds, and ETFs guided by fundamental analysis and modern portfolio theory; cash is managed through the custodian’s designated money‑market sweep. It participates in Raymond James–administered wrap and managed programs (including the Ambassador wrap program) and has added financial planning services into that wrap offering.
Noteworthy features include active participation in wrap‑fee programs administered by Raymond James—where M.K. Brown acts as portfolio manager while Raymond James is the program sponsor—and a routine requirement that client accounts be maintained and traded through Raymond James, concentrating custody and execution with the sponsor/custodian. The firm’s advisors are also registered representatives and licensed insurance agents, a dual registration structure that the brochure discloses can create additional compensation‑related conflicts alongside advisory fees.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $1 million: 2.25% $1 million - $2 million: 2.00% $2 million - $5 million: 1.75% $5 million - $10 million: 1.50% $10 million+: 1.25%
Advisers who are also registered representatives earn commissions for transactional business; insurance commissions are also earned separately.
Account minimum: $25,000
Main office location
M.K. Brown Wealth Advisory
2331 Far Hills Ave., Suite 100
Oakwood OH 45419, United States
Number of offices
1
Most active in
M.K. Brown Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio · 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.
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