BROWN ADVISORY GROUP, LLC

Overview

Brown Advisory Group, LLC is organized as a limited liability company operating as an independent registered investment adviser. The firm describes itself as a capital allocator that works with both individual and family clients as well as institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers on behalf of clients. Fees are charged through a mix of percentage‑of‑AUM arrangements and non‑asset fees (hourly and fixed), indicating flexibility in billing for planning and bespoke work. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser or pension consultant in the available data. Ownership is held by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives