Brown | Miller Wealth Management, LLC

RIASEC Registered
Total AUM
$991M
Discretionary
$943M
95% of AUM
Avg account
$367K
Accounts
2,704
Employees
11
Advisory reps
11

Firm details

Headquarters
Mclean, Virginia
CRD number
305742
Registered since
December 16, 2019
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.21%
  • Individuals5.35%
  • Pension & Profit Sharing Plans3%
  • Charitable Organizations1.19%
  • Corporations / Businesses0.25%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Brown | Miller Wealth Management, LLC is an independent, individual-owned RIA that provides wealth management and advisory services to both individuals and institutions. The firm is SEC-registered (initial registration 2019) and operates as a capital allocator, combining portfolio management with financial planning and adviser-selection services. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside managers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee options. The firm does not identify as an ESG-focused investor and is not designated as a multistate or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 39%, Non-Exchange Traded Equities 4%, State & Local Bonds 1%, Cash & Cash Equivalents 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities39%
  • Non-Exchange Traded Equities4%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 60

Active vs passive

$95.5M in ETFs

Passive

55%

$52.5M

Active

26%

$43M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$8.7M96,6839.09%

Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, 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
Fairfax
Address
8280 Greensboro Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth