$165.5M Total AUM
$163.5M Disc. AUM
1.0% 3Y CAGR
3 Employees
152 ADV. Clients
20 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2006
- Office Locations
- 1
Office Locations
2331 FAR Hills Ave., Suite 100 Oakwood OH
About M.k. Brown Wealth Advisory
M.k. Brown Wealth Advisory is a Oakwood-based RIA. The firm has been operating for 20 years. Managing $165.5M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$165.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
E
ELIZABETH BROWN KUSSMAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5012642
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,462,004 | $585,885 |
| Non-Discretionary | $2,078,982 | $692,994 |
| Total | $165,540,986 | $587,025 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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