J M Brown & Associates, Inc.
● SEC registered since 2024CRD 118427SEC# 801-130747Tulsa, OK
Reg. AUM
$202.1M
Employees
7
Accounts
971
Location
Tulsa, OK
J M Brown & Associates, Inc. assets under management
J M Brown & Associates, Inc. is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2024. It reports $202.1 million in regulatory assets under management and employs 7 people.
J M Brown & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Alan Brown Control | President And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does J M Brown & Associates, Inc. manage?
J M Brown & Associates, Inc. reports $202.1 million in regulatory assets under management on its Form ADV.
How many employees does J M Brown & Associates, Inc. have?
J M Brown & Associates, Inc. reports 7 employees.
Where is J M Brown & Associates, Inc. located?
J M Brown & Associates, Inc. is based in Tulsa, OK and has been SEC-registered since 2024.
Does J M Brown & Associates, Inc. disclose fund performance?
J M Brown & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7060 S. Yale, Suite 701, Tulsa, OK 74136-5740 |
| Phone | 918-496-5460 |
| Fax | 918-496-5160 |
| Office hours | After 10:00 a.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202.1M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$202.1Mregulatory AUM
Discretionary $201.7MNon-discretionary $423K