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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
About Brown Capital Management, LLC
Brown Capital Management, LLC is a Little Rock, Arkansas RIA (est. 2015) serving retail and institutional clients with financial planning, investment planning and portfolio construction, including insurance and life insurance. Portfolios are implemented primarily with ETFs, with allocations to cash and investment-grade corporate, municipal, and U.S. government/agency bonds; custody includes Charles Schwab.
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Owner & Executives
JOHNNY RAYBURN BROWN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #5192718
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LUKE NELSON COOP
--
- CRD
- #4511439
JAMES RAYMOND GEORGE
Owner
- CRD
- #3273693
Unison delta
Beacon vector radial
- CRD
- #89608
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,689,000 | $632,441 |
| Non-Discretionary | $8,500,000 | $944,444 |
| Total | $205,189,000 | $641,216 |
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Separately Managed Accounts
Total SMA Asset: $205,189,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $471,309,401 | 25.0% |
| Cash | $467,538,925 | 24.8% |
| Corporate - Investment Grade | $224,343,275 | 11.9% |
| Municipal Bonds | $322,375,630 | 17.1% |
| U.S. Government/Agency | $399,670,371 | 21.2% |
| Total | $1,885,237,602 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX EAGLE | VERTEX ZENITH | OI4NYJXH5 | VDUON | 1.75% | $20,216,123 |
| OAK UNISON GLACIER | CAPITAL FUSION | T9EKUAPT1 | MZKR | 10.77% | $31,871,884 |
| FUSION FOCUS FUSION | SUMMIT FOUNDATION | ET3CPD4LH | CJK | 2.70% | $31,540,958 |
| TIMBER PIONEER UNISON | ALPHA VECTOR | 0LQ1YEHSY | XDIV | 7.78% | $41,888,889 |
| MERIDIAN VERTEX OAK | VERTEX CATALYST | AX3VB8KNY | XELZ | 3.16% | $25,747,997 |
| MOMENTUM VALUE | MERIDIAN OAK | 8Q4BTQODB | YRZBW | 4.51% | $46,590,215 |
| OPTIMA VERTEX ALPHA | NORTH OAK | 80U200XIL | KZCY | 10.40% | $23,242,157 |
| SUMMIT VALUE | SUMMIT FUSION | JA8XMCK52 | UBK | 4.20% | $53,634,929 |