The R.L. Brown Advisory Group, LLC

Overview

The R.L. Brown Advisory Group, LLC is an independent registered investment adviser that serves both individual and institutional clients, focusing on customized portfolio management and financial planning. The firm runs a small, equity-oriented practice: exchange-traded equities are the dominant exposure across client portfolios, and management is delivered through discretionary mandates. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. 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