Brown Capital Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$216M

Discretionary

$208M

96% of AUM

Avg account

$661K

Accounts

327

Employees

Advisory reps

Firm details

Headquarters: Little Rock, Arkansas
CRD number: 174101
Registered since: April 26, 2024
Website: brown-cm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI75%
Individuals19%
Pension & Profit Sharing Plans6%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Brown Capital Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm combines portfolio management and financial planning for individuals, families and small-business clients with occasional institutional work. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through seminars or workshops. Brown Capital also operates as an insurance broker and bills clients primarily as a percentage of assets under management, with some hourly-fee engagements. The firm does not identify as an active ESG investor and is not a multi-state adviser.