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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-06-1994
- Office Locations
- 3
Office Locations
About Brown Advisory
Brown Advisory is a Virginia-based RIA serving both retail and institutional clients. The team provides portfolio construction and wealth-planning support including tax, estate, charitable giving, and business-succession planning. Investment exposure spans public equity and fixed income plus alternatives such as private credit/equity and hedge funds, implemented largely via SMAs that include ETFs and private funds; custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between May 29, 2025 and March 30, 2026, reported AUM increased 3.4%, from $7.3B to $7.6B.
Across 5 reported observations, AUM decreased 3.4% between March 30, 2022 and March 30, 2026, from $7.8B to $7.6B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 16 advisory representatives and 229 clients, or 14.3 clients per representative. That equates to $33.1M in reported AUM per client.
The profile lists 3 reported office locations and 32 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
VICTOR FERNANDEZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
LOGIE CHARLES LLOYD FITZWILLIAMS
CO-CEO, Co-President, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
Teague Regan Avey
Advisor
- CRD
- #6630058
ROSE MILLER BENNETCH
Advisor
- CRD
- #4669911
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,524,679,716 | $4,762,456 |
| Non-Discretionary | $45,647,951 | $1,755,690 |
| Total | $7,570,327,667 | $4,713,778 |
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Separately Managed Accounts
SMA allocation detail is available
Brown Advisory has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brown Advisory's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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