Brown Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milford, OH. Its latest Form ADV filing, dated April 29, 2026, reports $323M in regulatory assets under management, 3 employees, 4 offices, and 1,573 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.2% of total clients.
Top client categories% of clientsClients
1
Individuals
83.2%
510
2
HNWI
16.8%
103
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$323Mas of April 29, 2026
Discretionary99.6%
$322M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
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$323M
Total Accounts1,573
10Y AUM Change+$172M (+113.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee204:1
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.