Joss Brown Wealth Advisors

RIASEC Registered
Total AUM
$162M
Discretionary
$151M
93% of AUM
Avg account
$269K
Accounts
603
Employees
5
Advisory reps
5

Firm details

Headquarters
Williamsburg, Virginia
CRD number
324719
Registered since
January 20, 2023
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.95%
  • Individuals15.52%
  • Pension & Profit Sharing Plans2.53%
  • Other0.01%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Joss Brown Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2023 and acts as a capital allocator for both individual & family clients and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees. The firm does not position itself as an ESG investor and is not a multi‑state or pension consultant 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

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 7%, State & Local Bonds 3%, Other 3%, US Government Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities7%
  • State & Local Bonds3%
  • Other3%
  • US Government Bonds1%

Owners & executives

FINTRX

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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Location

Primary office

Williamsburg, VA

James City

Location

Williamsburg, VA

Headquartered in Williamsburg, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
James City
Address
1321 Jamestown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth