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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2015
- Office Locations
- 6
Office Locations
About Brown Edwards Wealth Strategies
Brown Edwards Wealth Strategies delivers holistic, evidence-based planning and investment management aligned to client values and long-term goals, with support across portfolio construction plus tax, retirement, estate/legacy, and insurance planning. The firm is part of an alliance of independent advisors and researchers with national thought leadership, and commonly uses public funds, fixed income, and ETFs (with custody options including Schwab and Fidelity).
Team overview
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Owner & Executives
RYAN ALLEN MCENTIRE
Advisor, Chief Compliance Officer, DIRECTOR
- CRD
- #6410425
- Ownership
- Less than 5%
ANTONY DOUGLAS ROOP
DIRECTOR, Partner
- CRD
- #6744553
- Ownership
- Less than 5%
Summit beacon
Vital pathway
- CRD
- #88625
- Ownership
- 12.1%
Showing 2 of 3 owners & executives
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BRAD LEIGH BAILEY
Investment Advisor Representative
- CRD
- #3157873
JACOB DOUGLAS FAVARO
Partner
- CRD
- #6520497
Legacy fusion
Meridian legacy bridge
- CRD
- #26557
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,427,172 | $599,686 |
| Non-Discretionary | $256,241 | $64,060 |
| Total | $330,683,413 | $595,826 |
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Separately Managed Accounts
Total SMA Asset: $330,683,413
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,843,737,370 | 23.9% |
| U.S. Government/Agency | $2,113,740,750 | 27.4% |
| Cash | $1,959,453,104 | 25.4% |
| Equity - Exchange | $702,008,789 | 9.1% |
| Municipal Bonds | $1,095,442,287 | 14.2% |
| Total | $7,714,382,300 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION LEGACY | EAGLE FOUNDATION | C6DYAXF9F | ICTNZ | 9.94% | $78,025,226 |
| ELEMENT OAK | FOCUS MATRIX | PHSNT8JD0 | NLOIK | 2.62% | $34,606,606 |
| NORTH RIDGE CATALYST | DELTA RIDGE | JJJ28RGMV | JXH | 9.58% | $27,546,096 |
| SUMMIT FUSION NORTH | CATALYST OPTIMA | 7YXVBO22X | ECN | 6.81% | $13,206,656 |
| QUANTUM LEGACY | TIMBER RADIAL | QTTRXYJUU | UHKX | 10.17% | $65,737,473 |
| INSIGHT NORTH GLACIER | MOMENTUM RADIAL | QF4GN6ZU6 | SVKNE | 6.52% | $81,114,886 |
| HARBOR HARBOR BRIDGE | SIGNAL HORIZON | J5WGPR6GI | ODPF | 1.73% | $12,662,283 |
| QUANTUM NORTH WAVE | CAPITAL FRONTIER | Y0S61G6N7 | AZHC | 9.61% | $30,070,533 |