Brown Advisory Investment Solutions Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated April 21, 2026, reports $9.8B in regulatory assets under management, 24 employees, 7 offices, and 510 accounts.
Assets Under Management
$9.8B
Employees
24
Offices
7 offices
Total Clients
393
Primary office
BALTIMORE, MD
901 SOUTH BOND STREET, SUITE 400, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
393
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.8Bas of April 21, 2026
Discretionary47.5%
$4.7B
48% of total RAUM47.5%
Non-discretionary52.5%
$5.2B
52% of total RAUM52.5%
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.
Total AUM$9.8B
Total Accounts510
10Y AUM Change+$6.6B (+207.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee16:1
10Y Employee Change+12 (+100.0%)
* 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.