Brown Financial Advisors, LLC
Brown Financial Advisors, LLC is an SEC-registered mass-market adviser in Milford, OH with $323.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Brown Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147056, SEC 801-119541, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $323.3M (2026-04-29)
- Firm type
- Mass-Market Adviser
- Location
- Milford, OH
- Employees
- 3
- Clients
- 613
- CRD
- 147056
- Ownership
- BROWN, GREGORY, ALLEN; BROWN INTERMEDIATE, LLC; LUCIUS, TAMI, JEAN; THE LUCIUS FAMILY TRUST; MERAKI PRIVATE EQUITY, LLC
How much AUM does Brown Financial Advisors, LLC have?
Brown Financial Advisors, LLC reported $323.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Brown Financial Advisors, LLC?
Disclosed owners and executives of Brown Financial Advisors, LLC include BROWN, GREGORY, ALLEN, BROWN INTERMEDIATE, LLC, LUCIUS, TAMI, JEAN, THE LUCIUS FAMILY TRUST, MERAKI PRIVATE EQUITY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.