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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon legacy
- Established Date
- 12-23-2013
- Office Locations
- 1
Office Locations
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
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Asset Classes
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELDON DUANE BROWN
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #2422687
- Ownership
- 50% but less than 75%
MICHELLE R BROWN
Investment Advisor Representative, PARTNER
- CRD
- #4714869
- Ownership
- 25% but less than 50%
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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
| 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% |