BROWNSBORO FINANCIAL

Overview

Brownsboro Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and positions itself around financial planning and portfolio management for individuals and small businesses. Its business profile also lists accounting as a core activity, which suggests the firm blends tax and bookkeeping perspective into its advisory work. Investment activity centers on pooled public funds and mutual funds rather than direct stock-picking or complex in-house strategies. The firm charges clients using a mix of percentage-of-AUM fees, hourly billing and fixed fees. Brownsboro Financial is not identified as a capital allocator and does not report active ESG investing or pension consulting as part of its practice.

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Location & Offices