M.K. Brown Wealth Advisory

Overview

M.K. Brown Wealth Advisory is an SEC-registered, individual-owned advisory firm that acts as a capital allocator for a primarily individual and family client base. The firm concentrates on discretionary portfolio management, covering both individuals/small businesses and business or institutional clients, and it also performs selection-of-other-advisers work. Fee arrangements include a percentage-of-AUM model alongside other fee types. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser. Investment activity is tilted toward pooled public funds and mutual funds as the core building blocks of client portfolios. The firm’s structure and advisory scope indicate a conventional wealth management practice that supplements in-house portfolio management with access to third-party managers when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices