This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-13-2008
- Office Locations
- 1
Office Locations
About Brown Financial Advisors, LLC
Brown Financial Advisors, LLC works with families, business owners, and retirees to coordinate financial planning, investment management, tax and estate planning, and insurance-based retirement income strategies. Their process-driven “Sound Money Strategies” integrate a client’s full balance sheet into a unified plan, with portfolios tailored to risk, time horizon, and income needs, often using vehicles like ETFs and mutual funds. Clients get 24/7 access to accounts and key documents via the firm’s Generational Vault portal.
Reported data analysis
What the numbers show
Between April 2, 2025 and April 29, 2026, reported AUM increased 8.2%, from $298.8M to $323.3M.
Across 5 reported observations, AUM increased 25.8% between April 1, 2022 and April 29, 2026, from $257.0M to $323.3M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 3 advisory representatives and 613 clients, or 204.3 clients per representative. That equates to $527.5K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Brown Financial Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Brown Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY ALLEN BROWN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5578071
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
MYRON JAMES BORTH II
Investment Advisor
- CRD
- #6065174
Alexander Edward Brown
Financial Advisor at Truist, Managing Director
- CRD
- #7027765
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,193,876 | $206,138 |
| Non-Discretionary | $1,142,318 | $114,232 |
| Total | $323,336,194 | $205,554 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Brown Financial Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brown Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.