Brown Financial Advisors, LLC
● SEC registered since 2020CRD 147056SEC# 801-119541Milford, OH
Reg. AUM
$323.3M
Employees
3
Accounts
1,573
Location
Milford, OH
Brown Financial Advisors, LLC assets under management
Brown Financial Advisors, LLC is an SEC-registered investment adviser based in Milford, OH. The firm has been registered since 2020. It reports $323.3 million in regulatory assets under management and employs 3 people.
Brown Financial Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brown Intermediate, LLC Control | Owner | Over 75% | 2026 |
| Gregory Allen Brown Control | Cco | Under 5% | 2008 |
| Brown Holco 1, Inc. Control | Co-Owner | 25-50% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Brown Financial Advisors, LLC manage?
Brown Financial Advisors, LLC reports $323.3 million in regulatory assets under management on its Form ADV.
How many employees does Brown Financial Advisors, LLC have?
Brown Financial Advisors, LLC reports 3 employees.
Where is Brown Financial Advisors, LLC located?
Brown Financial Advisors, LLC is based in Milford, OH and has been SEC-registered since 2020.
Does Brown Financial Advisors, LLC disclose fund performance?
Brown Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 964 State Route 28, Milford, OH 45150 |
| Phone | 513-575-9654 |
| Fax | 513-575-9656 |
| Office hours | 8 - 6 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$323.3M▲ 8%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$323.3Mregulatory AUM
Discretionary $322.2MNon-discretionary $1.1M