$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
7 yrs Firm Age
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- Custodian
- Axos ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Foundation glacierPathway
- Established Date
- 10-12-2018
- Office Locations
- 1
Office Locations
506 Roswell Street Suite 210 Marietta GA
About Brown Capital Advisors, LLC
Brown Capital Advisors is an independent, fiduciary RIA in Marietta, GA (north of Atlanta) providing wealth management and investment advisory services built around deep client relationships and goal- and risk-based planning. Portfolios emphasize asset allocation across ETFs, mutual funds, and U.S. government/agency fixed income, supported by a tech-forward, service-focused approach.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
$844.2K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vector element Crest Unison North Bridge Alpha Ember signal
Client Personas
Summit oak Meridian oak
Custodian
Pioneer
Investment Themes
Matrix Value Summit Glacier
Investment Vehicles
Optima atlas
Platform
Timber
Services
Glacier eagle Ember unison Atlas alpha Quantum pioneer
Technology
Alpha crest Delta
Owner & Executives
CHRISTOPHER JAMES BROWN
Chief Compliance Officer, Chief Financial Officer
- CRD
- #6076073
- Ownership
- 75% or more
(533) 446-5547
pathway.vector@oakcapital.com
in linkedin.com/in/frontier-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,415,482 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,415,482 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,415,482
Public Funds:
17.8% U.S. Government/Agency:
25.3% Equity - Exchange:
35.4% Cash:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $678,729,692 | 17.8% |
| U.S. Government/Agency | $964,711,304 | 25.3% |
| Equity - Exchange | $1,349,833,209 | 35.4% |
| Cash | $819,813,955 | 21.5% |
| Total | $3,813,088,160 | 100.0% |