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Brownson, Rehmus & Foxworth, Inc.

Brownson, Rehmus & Foxworth, Inc.. CRD 110608

Brownson, Rehmus & Foxworth, Inc. logo

CRD: 110608

Brownson, Rehmus & Foxworth, Inc.

Chicago, IL, 60606
3123465850
brfadvisors.com
$4.8B Total AUM
$0 Disc. AUM
9.0% 3Y CAGR
26 Employees
266 ADV. Clients
35 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
04-01-1991
Office Locations
5

Office Locations

200 S. Wacker Drive Suite 2300 Chicago IL
227 West Monroe Street Suite 1800 Chicago IL
399 Knollwood Road White Plains NY

About Brownson, Rehmus & Foxworth, Inc.

Brownson, Rehmus & Foxworth, Inc. provides independent investment advice and holistic financial planning and counseling for multi-generational families, serving as a long-term partner to help clients build wealth and plan legacies (serving families since 1969). The firm commonly implements portfolios using ETFs and public funds alongside select private funds, with custody through Charles Schwab and Fidelity/NFS.

Team overview

46 AVG AGE
$299.3M AVG AUM / ADVISOR
$18.0M AVG AUM / CLIENT
12.5 yrs AVG TENURE
26 Employees
16 Advisory Reps
15 RIA Reps
35yrs Firm Age

Insights

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Asset Classes

Pioneer element Matrix optima Element optima Element eagle Peak north Insight fusion Capital

Client Personas

Pathway

Custodian

Meridian timber

Investment Themes

Summit Beacon Optima Insight

Investment Vehicles

Vital Radial

Services

Atlas vector Value zenith Horizon Peak Optima

Owner & Executives

J

JOHN MICHAEL LAFFERTY

Chief Compliance Officer, DIRECTOR, PRINCIPAL

CRD
#1039906
Ownership
25% but less than 50%
(350) 426-9408
beacon.meridian@capitalcapital.com
in linkedin.com/in/north-fusion
H

HAROLD NELSON LEAVELL III

CFP, CPA, DIRECTOR, Principal, Secretary, TREASURER

CRD
#4643925
Ownership
25% but less than 50%
(973) 457-7375
peak.horizon@harborcapital.com
in linkedin.com/in/bridge-optima
B

Beacon alpha

Peak vector

CRD
#17554
Ownership
40.6%
(495) 516-3222
value.insight@optimacapital.com
in linkedin.com/in/matrix-radial

Showing 2 of 4 owners & executives

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Contacts

IAN ROSS CLARK

IAN ROSS CLARK

Certified Financial Planner

CRD
#5860141
(364) 227-2470
beacon.crest@embercapital.com
in linkedin.com/in/wave-beacon
NATHANIEL MITCHELL COLEMAN

NATHANIEL MITCHELL COLEMAN

Director

CRD
#7407721
(675) 716-8547
catalyst.pioneer@alphacapital.com
in linkedin.com/in/crest-element
H

Horizon beacon

Optima meridian atlas

CRD
#25406
(390) 268-3579
frontier.atlas@atlascapital.com
in linkedin.com/in/peak-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-28-2022
03-31-2023
03-29-2024
03-31-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $4,788,226,880 $1,372,378
Total $4,788,226,880 $1,372,378

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Separately Managed Accounts

Total SMA Asset: $4,788,226,880

$4.8B Total SMA
Public Funds:
19.4%
Equity - Exchange:
16.1%
Private Funds:
28.1%
Municipal Bonds:
13.4%
Cash:
23.0%
Asset class Assets Assets %
Public Funds $89,027,032 19.4%
Equity - Exchange $73,883,259 16.1%
Private Funds $128,951,526 28.1%
Municipal Bonds $61,492,899 13.4%
Cash $105,547,513 23.0%
Total $458,902,229 100.0%

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