PPrivate Fund Data Log in Join · $37/mo

Brown McLeod, Inc

● SEC registered since 2014CRD 155548SEC# 801-79151Fairhope, AL
Export (members)
Reg. AUM
$344M
Employees
7
Accounts
745
Location
Fairhope, AL

Brown McLeod, Inc assets under management

Brown McLeod, Inc is an SEC-registered investment adviser based in Fairhope, AL. The firm has been registered since 2014. It reports $344 million in regulatory assets under management and employs 7 people.
www.youtube.com/channel/uc1oj2dni56ktwyrxtculroq/featuredView on SEC.gov ↗

Brown McLeod, Inc owners & executives

2 reported
NameTitleOwnershipSince
Daniel Scott McLeod ControlCeo & PresidentOver 75%2010
Joshua Wyatt LancasterVice-President & Chief Compliance Officer & Chief Investment Officer10-25%2019

Frequently asked questions

How much does Brown McLeod, Inc manage?

Brown McLeod, Inc reports $344 million in regulatory assets under management on its Form ADV.

How many employees does Brown McLeod, Inc have?

Brown McLeod, Inc reports 7 employees.

Where is Brown McLeod, Inc located?

Brown McLeod, Inc is based in Fairhope, AL and has been SEC-registered since 2014.

Does Brown McLeod, Inc disclose fund performance?

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

Contact & registration

Address54 S. Greeno Road, Fairhope, AL 36532
Phone251-928-9498
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1843853
Discloses disciplinary historyNo

Assets under management

Discretionary$340.7M
Non-discretionary$3.3M
Total (RAUM)$344M