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Brown Financial Group

Brown Financial Group. CRD 169343

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CRD: 169343

Brown Financial Group

DEL RIO, TX, 78840
8307752911
$21.1M Total AUM
$21.1M Disc. AUM
-- 3Y CAGR
3 Employees
119 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
Beacon legacy
Established Date
12-23-2013
Office Locations
1

Office Locations

403 W Cantu RD DEL RIO TX

About Brown Financial Group

Brown Financial Group is an independent Texas-based advisory focused on retirement guidance, pairing traditional financial planning with an "Investor Coach" approach. The firm builds portfolios using asset allocation and risk management, with significant use of ETFs alongside mutual funds and fixed income. Services include retirement, tax and estate planning plus insurance solutions, backed by its 5-Star Client Promise service standard.

Team overview

58 AVG AGE
$7.0M AVG AUM / ADVISOR
$177.4K AVG AUM / CLIENT
12.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
12yrs Firm Age

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Asset Classes

Eagle quantum Legacy

Client Personas

Zenith

Custodian

Meridian value Pathway delta Prime legacy Capital Catalyst

Investment Themes

Eagle Alpha Optima crest Optima wave

Investment Vehicles

Unison peak

Services

Glacier vital Matrix Signal signal Zenith insight Insight momentum Crest Summit prime Signal Signal

Technology

Crest

Owner & Executives

ELDON DUANE BROWN

ELDON DUANE BROWN

Chief Compliance Officer, Investment Advisor, PARTNER

CRD
#2422687
Ownership
50% but less than 75%
(979) 819-1328
harbor.prime@northcapital.com
in linkedin.com/in/focus-pathway
MICHELLE R BROWN

MICHELLE R BROWN

Investment Advisor Representative, PARTNER

CRD
#4714869
Ownership
25% but less than 50%
(766) 625-1150
atlas.fusion@meridiancapital.com
in linkedin.com/in/vector-pathway

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $21,113,308 --
Non-Discretionary $0 --
Total $21,113,308 --

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Separately Managed Accounts

Total SMA Asset: $21,113,308

$21.1M Total SMA
Equity - Exchange:
12.3%
Cash:
5.1%
Corporate - Non-Investment Grade:
10.1%
Public Funds:
19.7%
Corporate - Investment Grade:
25.1%
U.S. Government/Agency:
5.7%
Municipal Bonds:
22.0%
Asset class Assets Assets %
Equity - Exchange $386,070,920 12.3%
Cash $160,078,186 5.1%
Corporate - Non-Investment Grade $317,017,585 10.1%
Public Funds $618,341,230 19.7%
Corporate - Investment Grade $787,835,780 25.1%
U.S. Government/Agency $178,910,914 5.7%
Municipal Bonds $690,533,355 22.0%
Total $3,138,787,970 100.0%

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