CLARK BROWN, LLC

Overview

Clark Brown, LLC operates as an independent, owner-run registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm functions as a capital allocator: its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting work, selection of outside advisers and educational seminars. Fee arrangements are flexible — the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee models for planning or consulting engagements. On the investment side, Clark Brown, LLC relies primarily on pooled public funds as the core building block for client portfolios while selectively allocating to third-party managers in private market strategies. The firm does not position itself as an active ESG investor and is not organized as a multi-state adviser. Its operating profile suggests a boutique RIA that blends model/pooled strategies for public market exposure with external manager commitments where clients seek real asset or credit diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices