M.K. Brown Wealth Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakwood, OH.
Assets Under Management
$166M
Employees
3
Offices
--
Total Clients
152
Primary office
OAKWOOD, OH
2331 FAR HILLS AVE., SUITE 100, OAKWOOD, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
110
2
HNWI
27.6%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of February 26, 2026
Discretionary98.7%
$163M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$166M
Total Accounts282
10Y AUM Change+$34M (+25.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee51:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.