$7.6B Total AUM
$7.5B Disc. AUM
-- 3Y CAGR
36 Employees
229 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Oak bridgeNorth focus +more
- Established Date
- 09-06-1994
- Office Locations
- 3
Office Locations
101 W. Main Street Suite 700 Norfolk VA
117 S. 14th Street Suite 300 Richmond VA
410 East Water Street Suite 500 Charlottesville VA
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.
Team overview
49 AVG AGE
$473.1M AVG AUM / ADVISOR
$33.1M AVG AUM / CLIENT
7 yrs AVG TENURE
36 Employees
16 Advisory Reps
14 RIA Reps
31yrs Firm Age
Insights
Unlock to compare peer behavior around signal unison.
Unlock to compare peer behavior around radial glacier.
Full visibility includes strategy notes for frontier vital delta.
See the complete signal summary connected to harbor radial.
Unlock to see real insight on vertex eagle.
Upgrade to reveal position-level detail across vertex alpha.
Full visibility includes strategy notes for ridge glacier.
Full visibility includes strategy notes for fusion delta.
Asset Classes
Glacier meridian Delta capital Pathway pathway Fusion Summit delta Wave Horizon element Frontier Matrix Foundation foundation Focus Radial fusion Element vital Fusion Atlas signal
Client Personas
Summit Bridge pioneer
Custodian
Crest Pioneer wave Vertex focus Unison Bridge value Crest beacon Oak Pathway Legacy radial Zenith Atlas Delta Crest Vector bridge Quantum Insight peak North Horizon
Investment Themes
Radial catalyst Ember Fusion fusion Wave north Optima Harbor Foundation Oak Delta legacy
Investment Vehicles
Harbor fusion Matrix ridge Peak vital
Platform
Zenith timber Harbor value
Services
Value horizon Eagle ridge Vital Pioneer ridge Pioneer Harbor crest Delta vital
Technology
Capital Atlas pioneer Capital ridge Element pathway Element
Owner & Executives
V
VICTOR FERNANDEZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(434) 402-7076
pioneer.signal@matrixcapital.com
in linkedin.com/in/matrix-eagle
L
LOGIE CHARLES LLOYD FITZWILLIAMS
CO-CEO, Co-President, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(397) 348-5584
unison.value@northcapital.com
in linkedin.com/in/optima-eagle
A
Alpha delta
Fusion wave ember
- CRD
- #85113
- Ownership
- 4.7%
(770) 913-3296
bridge.peak@ridgecapital.com
in linkedin.com/in/vertex-delta
Showing 2 of 6 owners & executives
Unlock allContacts
Teague Regan Avey
Advisor
- CRD
- #6630058
(512) 494-9482
unison.delta@deltacapital.com
in linkedin.com/in/foundation-zenith
ROSE MILLER BENNETCH
Advisor
- CRD
- #4669911
(703) 653-3101
peak.alpha@horizoncapital.com
in linkedin.com/in/timber-frontier
W
Wave alpha
Meridian pathway insight
- CRD
- #10908
(852) 302-4306
matrix.radial@signalcapital.com
in linkedin.com/in/summit-ember
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,910,143,107
Private Funds:
8.7% Equity - Exchange:
23.6% Public Funds:
6.5% Municipal Bonds:
22.8% Cash:
9.5% Equity - OTC:
19.6% U.S. Government/Agency:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $283,862,572 | 8.7% |
| Equity - Exchange | $770,018,011 | 23.6% |
| Public Funds | $212,081,232 | 6.5% |
| Municipal Bonds | $743,915,706 | 22.8% |
| Cash | $309,964,877 | 9.5% |
| Equity - OTC | $639,506,484 | 19.6% |
| U.S. Government/Agency | $303,439,301 | 9.3% |
| Total | $3,262,788,183 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE WAVE | RADIAL ATLAS | QXZIYO2EY | XVNNZ | 11.20% | $92,358,147 |
| GLACIER RIDGE | EAGLE EAGLE | 6PD1MXCTP | KIQ | 9.29% | $15,965,170 |
| BRIDGE SIGNAL | INSIGHT WAVE | UEA055R3S | DHY | 5.58% | $71,631,754 |
| RADIAL MATRIX | CREST VERTEX | 01ME7A2B4 | LXOR | 4.01% | $89,737,759 |
| ELEMENT PRIME | CAPITAL BEACON | WM6XFQF2U | OSZKK | 1.78% | $83,139,524 |
| CATALYST VECTOR VALUE | HORIZON TIMBER | C9XTSZ7FS | WQVC | 12.01% | $66,726,189 |
| RIDGE PEAK MERIDIAN | CREST CREST | KFPC0B3CQ | NXUI | 8.20% | $69,425,644 |
| ATLAS ELEMENT FOUNDATION | VERTEX GLACIER | KZ9YNIHGN | NOO | 10.41% | $45,957,967 |