Luxon Brown

RIASEC Registered
Total AUM
$56.3M
Discretionary
$39.7M
70% of AUM
Avg account
$211K
Accounts
267
Employees
8
Advisory reps
2

Firm details

Headquarters
Little Rock, Arkansas
CRD number
333800
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI35.41%
  • Individuals35.03%
  • Pension & Profit Sharing Plans29.56%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Luxon Brown is an independent Registered Investment Adviser organized as an LLC that serves both individual/family and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, and educational seminars—with insurance brokerage and a real estate broker affiliation. Fees are charged as a percentage of assets under management and via fixed fees. Luxon Brown is not positioned as an ESG-focused manager and is listed as a domestic entity/individual owner type.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 12%, Cash & Cash Equivalents 8%, State & Local Bonds 4%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents8%
  • State & Local Bonds4%

Owners & executives

2 of 2
  • Christopher Magann

    Christopher Magann

    CEOCRD 4232991

  • Taylor Woodard

    Taylor Woodard

    Chief Operating OfficerCRD 6129463

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Little Rock, AR

Pulaski

Location

Little Rock, AR

Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
Pulaski
Address
13501 Chenal Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth