CRD: 147056
Brown Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY ALLEN BROWN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5578071
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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