BROWN FINANCIAL GROUP

Overview

Brown Financial Group operates as an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm acts as a capital allocator for a primarily individual and family client base, offering fee arrangements that include a percentage of assets under management, hourly charges and other fee structures. Advisory services center on comprehensive financial planning, portfolio management for individuals and small businesses, manager selection and educational workshops. Investment activity shows a clear tilt toward equities: the firm prefers exchange-traded instruments for core exposure and uses separately managed accounts and custodied solutions to implement portfolios. Brown Financial Group also acts as a selector of outside managers when clients require specialized strategies, and it allocates to third-party alternative managers—most notably real estate-focused vehicles—when those fit a client’s objectives. Brown Financial Group is not an active ESG investor and does not operate as a multi-state adviser. It maintains ties to the insurance industry and includes annuities among the investment tools it uses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices