LUXON BROWN

RIASEC Registered
Total AUM
$56.3M
Discretionary
$39.7M
70% of AUM
Avg account
$211K
Accounts
267
Employees
2
Advisory reps
2

Firm details

Headquarters
LITTLE ROCK, Arkansas
CRD number
333800
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI35.41%
  • Individuals35.03%
  • Pension & Profit Sharing Plans29.56%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Luxon Brown is an independent registered investment adviser organized as an LLC that serves both individual and family clients as well as institutional accounts. The firm combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with educational seminars and insurance brokerage services. Its fee model blends asset-based fees and fixed fees. Luxon Brown reports individual ownership and does not identify itself as a capital allocator or an active ESG investor. The firm also maintains an affiliation with real estate brokerage activity, which complements its advisory and insurance capabilities. Luxon Brown’s advisory services appear focused on a mix of hands-on portfolio management and client education rather than large-scale institutional consulting or pension advisory work.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 12%, Cash & Cash Equivalents 8%, State & Local Bonds 4%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents8%
  • State & Local Bonds4%

Owners & executives

2 of 2
  • TAYLOR WOODARD

    Chief Operating OfficerCRD 6129463

  • CHRISTOPHER MAGANN

    CEOCRD 4232991

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LITTLE ROCK, AR

PULASKI

Location

LITTLE ROCK, AR

Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
PULASKI
Address
13501 Chenal Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth