$68.5M Total AUM
$68.5M Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2020
- Office Locations
- 1
Office Locations
TWO Ballpark Center, 800 Battery AVE, SE Suite 100 Atlanta GA
About D.s. Brown Wealth Advisors, LLC
D.S. Brown Wealth Advisors is a boutique Atlanta-based RIA serving high-asset individuals and families across the Southeast. The firm delivers wealth management, portfolio construction and financial planning, using a data-driven approach to evaluate portfolio options and support long-term legacy goals. Portfolios primarily use public funds, ETFs and fixed income, and are custodied at Charles Schwab.
Team overview
51 AVG AGE
$68.5M AVG AUM / ADVISOR
$706.3K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
D
DAVID STEPHEN BROWN JR
Chief Compliance Officer
- CRD
- #5330743
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,514,498 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,514,498 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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