BROWN CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BALTIMORE, Maryland
- CRD number
- 105633
- Registered since
- July 14, 1983
- Website
- www.browncapital.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies55.04%
- State / Municipal Government25.68%
- Charitable Organizations8.87%
- Corporations / Businesses7.85%
- Pension & Profit Sharing Plans1.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brown Capital Management, LLC is an SEC-registered investment advisor operating as an LLC since 1983. The firm serves both high-net-worth individuals and institutional clients, offering discretionary portfolio management across individual and business accounts as well as for investment companies. Its compensation mixes asset-based fees with performance-linked fees, and its publicly reported preferences show a strong tilt toward equities rather than ESG-driven mandates. The firm has been recognized in CNBC’s Top 100 Financial Advisory Firms list in 2020 and 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4MICHAEL FORSTER
Chief Operating Officer & Chief Financial OfficerCRD 7245724
ROBERT BURKS
Chief Compliance OfficerCRD 4900529
EDDIE BROWN
Founder, Chairman, CEO and Senior Portfolio ManagerCRD 4320565
Contacts
3 of 6JENNIFER BUNKLEY
DirectorCRD 5950986
MAURICE HAYWOOD
VP, Senior Portfolio ManagerCRD 2528448
TSEDAL NEELEY
Director of Business AdministrationCRD 7355774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BALTIMORE, MD
BALTIMORE CITY
Location
BALTIMORE, MD
Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE CITY
- Address
- 1201 N Calvert St
- Time zone
- ET (UTC-5)
- Office locations
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