Brown McLeod, Inc
● SEC registered since 2014CRD 155548SEC# 801-79151Fairhope, AL
Reg. AUM
$468.2M
Employees
8
Accounts
859
Location
Fairhope, AL
Brown McLeod, Inc assets under management
Brown McLeod, Inc is an SEC-registered investment adviser based in Fairhope, AL. The firm has been registered since 2014. It reports $468.2 million in regulatory assets under management and employs 8 people.
Brown McLeod, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Scott McLeod Control | Ceo & President | Over 75% | 2010 |
| Joshua Wyatt Lancaster | Vice-President & Chief Compliance Officer & Chief Investment Officer | 10-25% | 2019 |
Frequently asked questions
How much does Brown McLeod, Inc manage?
Brown McLeod, Inc reports $468.2 million in regulatory assets under management on its Form ADV.
How many employees does Brown McLeod, Inc have?
Brown McLeod, Inc reports 8 employees.
Where is Brown McLeod, Inc located?
Brown McLeod, Inc is based in Fairhope, AL and has been SEC-registered since 2014.
Does Brown McLeod, Inc disclose fund performance?
Brown McLeod, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 54 S. Greeno Road, Fairhope, AL 36532 |
| Phone | 251-928-9498 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1843853 |
| Discloses disciplinary history | No |
Regulatory AUM
$468.2M▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$468.2Mregulatory AUM
Discretionary $464.2MNon-discretionary $4M