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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon meridian
- Established Date
- 12-27-1978
- Office Locations
- 1
Office Locations
About Brown, Lisle/Cummings, Inc.
Brown Lisle Cummings is a Providence, RI-based investment advisory firm serving retail and institutional clients. The team provides financial planning and discretionary portfolio management, including asset allocation and portfolio construction, with use of ETFs and mutual funds plus select fixed income and alternatives. Custody is primarily via Fidelity/NFS, and the firm supports advisor workflows through Envestnet.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID ANTHONY IZZI
Chief Compliance Officer, Investment Advisor, President, Secretary, TREASURER
- CRD
- #2027961
- Ownership
- 10% but less than 25%
SCOTT SAWYER LISLE
Financial Advisor, Managing Partner, VICE PRESIDENT
- CRD
- #2220388
- Ownership
- 10% but less than 25%
Vertex capital
Ridge foundation
- CRD
- #92251
- Ownership
- 9.3%
Showing 2 of 6 owners & executives
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MARK HARRIMAN CHAFEE
Financial Advisor
- CRD
- #1643951
CHRISTINE SAUGY HAGOPIAN
--
- CRD
- #1845199
Frontier insight
Quantum meridian zenith
- CRD
- #90583
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,596,814 | $1,005,433 |
| Non-Discretionary | $6,722,160 | $560,180 |
| Total | $487,318,974 | $994,529 |
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Separately Managed Accounts
Total SMA Asset: $487,318,974
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,499,470,298 | 16.8% |
| Public Funds | $1,088,901,050 | 12.2% |
| Cash | $1,597,649,901 | 17.9% |
| U.S. Government/Agency | $1,463,768,625 | 16.4% |
| Corporate - Investment Grade | $1,856,487,036 | 20.8% |
| Other | $1,419,141,533 | 15.9% |
| Total | $8,925,418,443 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH MATRIX | HARBOR MATRIX | XQDABW94B | VZCW | 7.68% | $32,388,726 |
| SIGNAL OAK | VALUE INSIGHT | 6S8X1WPFJ | PXIJP | 6.51% | $117,647,261 |
| WAVE NORTH HARBOR | HORIZON INSIGHT | BPKC0HS3L | CBGRW | 3.16% | $12,732,139 |
| RADIAL VERTEX | MATRIX TIMBER | EOZ7I9LHN | RFXF | 5.66% | $106,129,458 |
| PIONEER MATRIX | PRIME TIMBER | J9Y34798X | WEOF | 10.17% | $44,470,206 |
| HARBOR CREST | EMBER ZENITH | GAR31QF87 | TXT | 12.52% | $33,020,957 |
| MOMENTUM BRIDGE EMBER | HARBOR SIGNAL | 8725M3WKK | NGGK | 12.25% | $32,797,474 |
| GLACIER LEGACY INSIGHT | FOCUS TIMBER | Q6P9B2U9R | TFW | 6.98% | $77,041,674 |