Brown Financial Advisory
Firm details
- Headquarters
- Fairhope, Alabama
- CRD number
- 155548
- Registered since
- February 4, 2014
- Website
- brownfinancialadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.09%
- Individuals12.68%
- Pension & Profit Sharing Plans2.8%
- Corporations / Businesses1.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Brown Financial Advisory is an independent, SEC-registered registered investment adviser formed in 2014 and organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional relationships. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds53%
- Exchange Traded Equities44%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Joshua Lancaster
Chief Investment Officer and Chief Compliance OfficerCRD 2424549
Contacts
3 of 5
Amy Smith
Financial PlannerCRD 6034385
Harvey Hutchinson
Lead Financial PlannerCRD 5870294
Daniel Mcleod
President & Financial PlannerCRD 2752145
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$346M in ETFs
30%
$105M
1%
$241M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $101M | 1,151,975 | 29.23% |
Location
Fairhope, AL
Baldwin
Location
Fairhope, AL
Headquartered in Fairhope, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- Baldwin
- Address
- 54 Greeno Rd S
- Time zone
- CT (UTC-6)
- Office locations
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