William Brown has been Managing Member/Chief Executive Officer of Formidable Asset Management since March 2013, is a control person of the firm and directly owns between 50% and 75% of it.
Formidable Asset Management, LLC is a Cincinnati, OH firm with $903M under management, 900 clients and 14 advisers across 4 offices, as of its August 2026 filing.
Will Brown is CEO and Managing Partner of Formidable Asset Management. He founded the firm in 2013 and has over 30 years of experience in the financial management industry, having previously worked for a large retail brokerage. He founded the firm to build financial portfolios for individuals and institutions to create and preserve wealth.
William Brown’s longest registration is the current one, 13 years at Formidable Asset Management since 2013. Before joining Formidable Asset Management in 2013, William Brown was registered through Raymond James & Associates, Inc. and Citigroup Global Markets Inc.
- – present · 13 yearsCincinnati, OH · Adviser representative · Firm CRD 167555
- Raymond James & Associates, Inc.– · 7 yearsCincinnati, OH · Adviser representative · Firm CRD 705
- Citigroup Global Markets Inc.– · under a yearCincinnati, OH · Adviser representative · Firm CRD 7059
- Legg Mason Wood Walker Inc– · 5 yearsCincinnati, OH · Adviser representative · Firm CRD 6555
Investment adviser representative registrations
William Brown is registered as an investment adviser representative in Ohio, since June 2013.
- OhioSince 25 June 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 26 July 2007 |
| Series 7 | General Securities Representative Examination | 15 May 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 January 1994 |
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Bush Brown
- CRD
- 2382615
- Firm
- Formidable Asset Management · CRD 167555
- Role
- Managing Member/Chief Executive Officer
- Office
- 221 E. 4TH STREET, SUITE 2700, Cincinnati, OH 45202
- Registration
- Investment adviser registration
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- formidableam.com
Where does William Brown work?
William Brown has been Managing Member/Chief Executive Officer of Formidable Asset Management, LLC since March 2013, and is a control person of the firm.
Is William Brown a financial advisor?
Yes. William Brown has a current investment-adviser registration in Ohio, through Formidable Asset Management since June 2013.
How many years of experience does William Brown have?
William Brown has 26 years in the financial industry, since May 2000, across 4 adviser firms.
What exams has William Brown passed?
William Brown has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 31. The earliest, the Series 6, was passed in January 1994.
Where did William Brown work before Formidable Asset Management?
Before Formidable Asset Management, William Brown was registered through Citigroup Global Markets Inc., February 2006 to May 2006; Legg Mason Wood Walker Inc, May 2000 to February 2006.
Where is William Brown based?
William Brown’s registered office is in Cincinnati, OH.
Is William Brown registered with FINRA?
No. William Brown has no current broker registration.
How can I verify William Brown’s record?
Search CRD 2382615 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Brown’s full registration record.