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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1991
- Office Locations
- 5
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 23, 2026, reported AUM increased 12.1%, from $4.3B to $4.8B.
Across 5 reported observations, AUM increased 11.4% between April 28, 2022 and March 23, 2026, from $4.3B to $4.8B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 16 advisory representatives and 266 clients, or 16.6 clients per representative. That equates to $18.0M in reported AUM per client.
The profile lists 5 reported office locations and 35 years in operation. The source data was last updated on March 23, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOHN MICHAEL LAFFERTY
Chief Compliance Officer, DIRECTOR, PRINCIPAL
- CRD
- #1039906
- Ownership
- 25% but less than 50%
HAROLD NELSON LEAVELL III
CFP, CPA, DIRECTOR, Principal, Secretary, TREASURER
- CRD
- #4643925
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
IAN ROSS CLARK
Certified Financial Planner
- CRD
- #5860141
NATHANIEL MITCHELL COLEMAN
Director
- CRD
- #7407721
Showing 2 of 16 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Brownson, Rehmus & Foxworth, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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