Brown Financial Advisory
Brown Financial Advisory is an SEC-registered wealth manager in Fairhope, AL with $468.2M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Brown Financial Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155548, SEC 801-79151, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $468.2M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Fairhope, AL
- Employees
- 8
- Clients
- 288
- CRD
- 155548
- Ownership
- MCLEOD, DANIEL, SCOTT; LANCASTER, JOSHUA, WYATT
How much AUM does Brown Financial Advisory have?
Brown Financial Advisory reported $468.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Brown Financial Advisory?
Disclosed owners and executives of Brown Financial Advisory include MCLEOD, DANIEL, SCOTT, LANCASTER, JOSHUA, WYATT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.