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The Lucius Family Trust

MemberBrown Financial Advisors, LLC

About The Lucius Family Trust

The Lucius Family Trust is listed as Member at Brown Financial Advisors, LLC in Milford, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Brown Financial Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does The Lucius Family Trust work?

The Lucius Family Trust is listed as Member at Brown Financial Advisors, LLC on SEC Form ADV.

How much of Brown Financial Advisors, LLC does The Lucius Family Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Brown Financial Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2025