PPrivate Fund Data Log in Join · $37/mo

Brown Financial Advisors, LLC

● SEC registered since 2020CRD 147056SEC# 801-119541Milford, OH
Export (members)
Reg. AUM
$298.8M
Employees
3
Accounts
1,625
Location
Milford, OH

Brown Financial Advisors, LLC assets under management

Brown Financial Advisors, LLC is an SEC-registered investment adviser based in Milford, OH. The firm has been registered since 2020. It reports $298.8 million in regulatory assets under management and employs 3 people.
www.facebook.com/brown-financial-advisors-llc-454551454655743View on SEC.gov ↗

Brown Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gregory Allen Brown ControlManaging Member/CcoOver 75%2008

Frequently asked questions

How much does Brown Financial Advisors, LLC manage?

Brown Financial Advisors, LLC reports $298.8 million in regulatory assets under management on its Form ADV.

How many employees does Brown Financial Advisors, LLC have?

Brown Financial Advisors, LLC reports 3 employees.

Where is Brown Financial Advisors, LLC located?

Brown Financial Advisors, LLC is based in Milford, OH and has been SEC-registered since 2020.

Does Brown Financial Advisors, LLC disclose fund performance?

Brown Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address964 State Route 28, Milford, OH 45150
Phone513-575-9654
Fax513-575-9656
Office hours6-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$298.8M
Non-discretionary$0
Total (RAUM)$298.8M