$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-21-2024
- Office Locations
- 1
Office Locations
-- Bellingham WA
About Brown Pcfo
Brown PCFO is a Bellingham, WA-based boutique wealth management practice providing "Personal CFO" services for individuals and families. The firm offers holistic planning across investments, tax, risk management, and estate planning, and coordinates with clients' CPAs, estate attorneys, insurance brokers, and HR teams. Led by CFP Kelly Brown, it focuses on a limited number of households and uses platforms including Schwab and Altruist.
Team overview
-- AVG AGE
$21.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Matrix peak Value
Custodian
Pioneer focus Radial Focus north Meridian pathway Frontier
Fund Managers
Fusion meridian
Investment Themes
Legacy Focus pathway Pioneer Timber
Investment Vehicles
Quantum
Services
Catalyst ember Timber Delta foundation Unison atlas Vertex Signal Unison Eagle Wave
Owner & Executives
K
KELLY KARL BROWN
Chief Compliance Officer, Owner
- CRD
- #5499683
- Ownership
- 75% or more
(970) 388-2265
pioneer.beacon@alphacapital.com
in linkedin.com/in/legacy-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,927,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,927,712 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,927,712
Public Funds:
28.9% Cash:
19.2% Equity - Exchange:
26.2% U.S. Government/Agency:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $137,796,760 | 28.9% |
| Cash | $91,546,637 | 19.2% |
| Equity - Exchange | $124,923,015 | 26.2% |
| U.S. Government/Agency | $122,538,987 | 25.7% |
| Total | $476,805,399 | 100.0% |