BROWNSON, REHMUS & FOXWORTH, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 110608
- Registered since
- June 10, 2014
- Website
- brfadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI93.77%
- Charitable Organizations4.63%
- Corporations / Businesses1.55%
- Individuals0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brownson, Rehmus & Foxworth, Inc. is an independent registered investment adviser that serves high‑net‑worth individuals and families. The firm positions itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements are non‑asset based—centered on hourly and fixed fees—while most client relationships appear to be managed on a non‑discretionary basis. The firm identifies as an active ESG investor and was named one of CNBC’s Top 100 Financial Advisory Firms in 2025. Investment activity is driven toward pooled public funds and third‑party managers, with a significant portion of assets placed in mutual funds. Brownson, Rehmus & Foxworth combines model and advisory relationships with access to specialist external managers for alternative strategies, reflecting a hybrid approach that blends core public‑fund exposures with targeted allocations to private market and hedge fund managers.
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities19%
- Private Funds7%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2JOHN LAFFERTY
Chief Compliance OfficerCRD 1039906
KEITH CARDOZA
Chairman & Chief Investment OfficerCRD 2180952
Contacts
3 of 14KRISTI MILLS
Vice PresidentCRD 5527365
HAROLD LEAVELL
PrincipalCRD 4643925
Brendan Haynes
Financial AnalystCRD 7919128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 227 W Monroe St
- Time zone
- CT (UTC-6)
- Office locations
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