BROWNSON, REHMUS & FOXWORTH, INC.

RIASEC RegisteredEst. 2014
Total AUM
$4.8B
Discretionary
$0
0% of AUM
Avg account
$1.4M
Accounts
3,489
Employees
26
Advisory reps
16

Firm details

Headquarters
CHICAGO, Illinois
CRD number
110608
Registered since
June 10, 2014
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI93.77%
  • Charitable Organizations4.63%
  • Corporations / Businesses1.55%
  • Individuals0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Brownson, Rehmus & Foxworth, Inc. is an independent registered investment adviser that serves high‑net‑worth individuals and families. The firm positions itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements are non‑asset based—centered on hourly and fixed fees—while most client relationships appear to be managed on a non‑discretionary basis. The firm identifies as an active ESG investor and was named one of CNBC’s Top 100 Financial Advisory Firms in 2025. Investment activity is driven toward pooled public funds and third‑party managers, with a significant portion of assets placed in mutual funds. Brownson, Rehmus & Foxworth combines model and advisory relationships with access to specialist external managers for alternative strategies, reflecting a hybrid approach that blends core public‑fund exposures with targeted allocations to private market and hedge fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 19%, Private Funds 7%, State & Local Bonds 4%, Cash & Cash Equivalents 3%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities19%
  • Private Funds7%
  • State & Local Bonds4%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • JOHN LAFFERTY

    Chief Compliance OfficerCRD 1039906

  • KEITH CARDOZA

    Chairman & Chief Investment OfficerCRD 2180952

Contacts

3 of 14
  • KRISTI MILLS

    Vice PresidentCRD 5527365

  • HAROLD LEAVELL

    PrincipalCRD 4643925

  • Brendan Haynes

    Financial AnalystCRD 7919128

Unlock 11 more contacts

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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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
227 W Monroe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth