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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2011
- Office Locations
- 2
Office Locations
About Brown Financial Advisory
Brown Financial Advisory is a fiduciary wealth management firm founded in Fairhope, AL (1986) serving clients nationwide. Through its True Planning Cycle, the team delivers repeatable planning and investment guidance across retirement, insurance, tax, and estate planning for individuals and families, including multigenerational wealth and business owners nearing retirement. Custody includes Charles Schwab.
Team overview
Insights
Client Personas
CRM
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL SCOTT MCLEOD
Chief Executive Officer, President
- CRD
- #2752145
- Ownership
- 75% or more
JOSHUA WYATT LANCASTER
Chief Compliance Officer, Chief Investment Officer, Vice President
- CRD
- #2424549
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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EVAN MICHAEL HIPP
Paraplanner
- CRD
- #7653655
HARVEY ATWOOD HUTCHINSON III
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- CRD
- #5870294
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $464,229,788 | $548,735 |
| Non-Discretionary | $3,993,437 | $307,187 |
| Total | $468,223,225 | $545,079 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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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