M.k. Brown Wealth Advisory, LLC
● SEC registered since 2021CRD 121269SEC# 801-121348Oakwood, OH
Reg. AUM
$165.5M
Employees
3
Accounts
282
Location
Oakwood, OH
M.k. Brown Wealth Advisory, LLC assets under management
M.k. Brown Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Oakwood, OH. The firm has been registered since 2021. It reports $165.5 million in regulatory assets under management and employs 3 people.
M.k. Brown Wealth Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Brown Kussman Control | Managing Member/Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does M.k. Brown Wealth Advisory, LLC manage?
M.k. Brown Wealth Advisory, LLC reports $165.5 million in regulatory assets under management on its Form ADV.
How many employees does M.k. Brown Wealth Advisory, LLC have?
M.k. Brown Wealth Advisory, LLC reports 3 employees.
Where is M.k. Brown Wealth Advisory, LLC located?
M.k. Brown Wealth Advisory, LLC is based in Oakwood, OH and has been SEC-registered since 2021.
Does M.k. Brown Wealth Advisory, LLC disclose fund performance?
M.k. Brown Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2331 Far Hills Ave., Suite 100, Oakwood, OH 45419 |
| Phone | 937-298-8904 |
| Fax | 937-298-8950 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.5M▲ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$165.5Mregulatory AUM
Discretionary $163.5MNon-discretionary $2.1M