BROWN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024

Total AUM

$205M

Discretionary

$197M

96% of AUM

Avg account

$641K

Accounts

320

Employees

Advisory reps

Firm details

Headquarters: LITTLE ROCK, Arkansas
CRD number: 174101
Registered since: April 26, 2024
Website: brown-cm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI75.48%
Individuals18.87%
Pension & Profit Sharing Plans5.65%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Brown Capital Management, LLC is an independent, individual-owned registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves both individual/family and institutional clients and offers fee structures that include a percentage of assets under management and hourly billing. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm also operates as an insurance broker, which complements its use of annuity products in client solutions. Brown Capital Management identifies a preference for equity investments and does not describe itself as an active ESG investor.