Luxon Brown

Overview

Luxon Brown is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Compensation is fee-based, combining a percentage-of-AUM component with fixed fees. The firm also operates as an insurance broker and maintains an industry affiliation as a real estate broker. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the available snapshot. Its operating model centers on outsourced investment allocations rather than acting as a capital allocator.

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Location & Offices