CRD: 159741
DON Brown - Investment Advisor, LLC
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2012
- Office Locations
- 1
Office Locations
-- Overland Park KS
About DON Brown - Investment Advisor, LLC
Adroit Wealth Partners is an Overland Park, KS advisory practice serving business owners and individuals with goals-based financial planning and insurance/life insurance guidance. Portfolios are primarily implemented with ETFs (with cash sleeves). The team highlights a partnership with Northwestern Mutual, and advisor Gene Efird is recognized by Forbes as a 2025 Best-in-State Top Financial Security Professional.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Wave optima
Client Personas
Ridge focus Fusion
Custodian
Delta Legacy
Investment Themes
Insight vertex Alpha value Eagle
Investment Vehicles
Frontier vector
Services
Glacier Wave Unison legacy Prime Peak Ember ridge Beacon Pioneer insight
Owner & Executives
D
DONALD HAGUE BROWN
Chief Compliance Officer
- CRD
- #32170
- Ownership
- 75% or more
(504) 784-9221
prime.value@harborcapital.com
in linkedin.com/in/atlas-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,300,000
Equity - Exchange:
39.9% Cash:
60.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,100,752,666 | 39.9% |
| Cash | $1,658,025,945 | 60.1% |
| Total | $2,758,778,611 | 100.0% |