Brown Financial Advisory is an SEC registered investment adviser organized as a corporation with a primary office location in Fairhope, AL. Its latest Form ADV filing, dated March 12, 2026, reports $468M in regulatory assets under management, 8 employees, 1 office, and 859 accounts.
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
154
2
Individuals
42.0%
121
3
Pension Plans
2.4%
7
4
Corporations
2.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$468Mas of March 12, 2026
Discretionary99.1%
$464M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
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$468M
Total Accounts859
10Y AUM Change+$327M (+232.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee36:1
10Y Employee Change+3 (+60.0%)
* 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.