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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 119 clients, or 39.7 clients per representative. That equates to $177.4K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Brown Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Brown Financial Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.