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Brownson, Rehmus & Foxworth, Inc.

● SEC registered since 2014CRD 110608SEC# 801-79878Chicago, IL
Export (members)
Reg. AUM
$4.79B
Employees
26
Accounts
3,489
Location
Chicago, IL

Brownson, Rehmus & Foxworth, Inc. assets under management

Brownson, Rehmus & Foxworth, Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2014. It reports $4.8 billion in regulatory assets under management and employs 26 people.

Brownson, Rehmus & Foxworth, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Harold Nelson Leavell ControlPrincipal, Director, Treasurer, Secretary25-50%2020
John Michael Lafferty ControlPrincipal, Director, Chief Compliance Officer25-50%2007
Keith Matthew CardozaChief Investment OfficerUnder 5%2009
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Frequently asked questions

How much does Brownson, Rehmus & Foxworth, Inc. manage?

Brownson, Rehmus & Foxworth, Inc. reports $4.8 billion in regulatory assets under management on its Form ADV.

How many employees does Brownson, Rehmus & Foxworth, Inc. have?

Brownson, Rehmus & Foxworth, Inc. reports 26 employees.

Where is Brownson, Rehmus & Foxworth, Inc. located?

Brownson, Rehmus & Foxworth, Inc. is based in Chicago, IL and has been SEC-registered since 2014.

Does Brownson, Rehmus & Foxworth, Inc. disclose fund performance?

Brownson, Rehmus & Foxworth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address227 West Monroe Street, Suite 1800, Chicago, IL 60606
Phone312-346-5850
Fax312-346-2069
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$4.79B▲ 12%
Mar '25 — $4.27BApr '25 — $4.27BMay '25 — $4.27BJun '25 — $4.27BJul '25 — $4.27BAug '25 — $4.27BSep '25 — $4.27BOct '25 — $4.27BNov '25 — $4.27BDec '25 — $4.27BJan '26 — $4.27BFeb '26 — $4.27BMar '26 — $4.79BApr '26 — $4.79BMay '26 — $4.79BJun '26 — $4.79B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$4.79Bregulatory AUM
Discretionary $0Non-discretionary $4.79B