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 registered investment adviser that has been SEC-registered since 2020 and operates as an LLC owned by domestic interests and individuals. The firm focuses on serving individuals and families and combines portfolio management with financial planning. Its advisory services include creating financial plans, managing portfolios for individual and small-business clients, and selecting third-party advisers and managers when appropriate. Brown Financial Advisors bills through a mix of fee models — asset-based fees as well as hourly and fixed-fee arrangements — and identifies itself as a capital allocator that places client capital with external managers. The firm does not position itself as an active ESG investor and, per available records, is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Myron Borth
Investment AdvisorCRD 6065174
Gregory Brown
PresidentCRD 5578071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$179M in ETFs
40%
$71.5M
30%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $18.5M | 210,791 | 10.33% |
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
Similar firms
Messmer Capital Advisors LLC
RIAMilford, OH
Equitta Advisors LLC
RIAMilford, OH
Johnson Capital Advisory, LLC
RIAMilford, OH
Northpoint Financial Planning LLC
RIAMilford, OH
Kapstone Financial Advisors LLC
RIALebanon, OH
Ardent Capital Management, Inc.
RIACincinnati, OH