BROWN FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- MILFORD, Ohio
- CRD number
- 147056
- Registered since
- September 25, 2020
- Website
- brownfinancialadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI55.99%
- Individuals44.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Brown Financial Advisors, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and operating as a capital allocator for individual and family clients. Founded as a registered adviser in 2020, the firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external managers. Its billing includes AUM-based fees alongside hourly and fixed-fee arrangements. The adviser is affiliated with an insurance company for certain business relationships and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds39%
- Other13%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 3Alexander Brown
Associate AdvisorCRD 7027765
GREGORY BROWN
PresidentCRD 5578071
MYRON BORTH
Investment AdvisorCRD 6065174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$164M in ETFs
41%
$66.6M
31%
$97.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $15.9M | 208,257 | 9.72% |
Location
MILFORD, OH
CLERMONT
Location
MILFORD, OH
Headquartered in MILFORD, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- CLERMONT
- Address
- 964 State Route 28
- Time zone
- ET (UTC-5)
- Office locations
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