M
$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-26-1999
- Office Locations
- 1
Office Locations
-- SAN Juan Capistrano CA
About Menon/Brown Advisory Group
Menon/Brown Advisory Group is an owner-led registered investment adviser in San Juan Capistrano, CA (founded 1999) providing portfolio management via separately managed accounts for retail clients. Reported allocations emphasize ETFs and fixed income, including U.S. government/agency and investment-grade corporate bonds, with smaller exposure to municipals and cash. Custody is listed with Citibank, N.A.
Team overview
75 AVG AGE
$13.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
27.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Asset Classes
North alpha
Client Personas
Delta
Services
Radial ember
Owner & Executives
SASHI MENON
Owner
- CRD
- #1451994
- Ownership
- 75% or more
(313) 565-8140
vertex.eagle@quantumcapital.com
in linkedin.com/in/foundation-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,126,029 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,126,029 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,126,029
Equity - Exchange:
8.8% U.S. Government/Agency:
28.3% Corporate - Investment Grade:
17.5% Cash:
10.7% Corporate - Non-Investment Grade:
12.5% Municipal Bonds:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $151,976,692 | 8.8% |
| U.S. Government/Agency | $488,743,224 | 28.3% |
| Corporate - Investment Grade | $302,226,376 | 17.5% |
| Cash | $184,789,841 | 10.7% |
| Corporate - Non-Investment Grade | $215,875,983 | 12.5% |
| Municipal Bonds | $383,395,744 | 22.2% |
| Total | $1,727,007,860 | 100.0% |