Clients
Brown Advisory serves 986 clients, 373 of them high-net-worth individuals. The average client has about $27 million with the firm, and high-net-worth clients hold 11% of its $26.6 billion in assets.
- High-net-worth individuals373 clients11%
- Investment companies1 clients10%
- Pooled investment vehicles20 clients40%
- Pension and profit-sharing plans12 clients17%
- Charitable organizations33 clients4%
- OtherCorporations and other businesses, Individuals18%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 358 | $116,611,694 | 0.4% | $326K |
| High-net-worth individuals | 373 | $2,971,032,692 | 11.2% | $7.97M |
| Investment companies | 1 | $2,597,313,733 | 9.8% | $2.60B |
| Pooled investment vehicles | 20 | $10,625,488,326 | 40.0% | $531.3M |
| Pension and profit-sharing plans | 12 | $4,645,362,328 | 17.5% | $387.1M |
| Charitable organizations | 33 | $978,282,099 | 3.7% | $29.6M |
| Corporations and other businesses | 189 | $4,648,509,380 | 17.5% | $24.6M |
| Total | 986 | $26,582,600,252 | 100% | $27.0M |
- Clients
- 358
- Regulatory AUM
- $116,611,694
- Share
- 0.4%
- Avg. per client
- $326K
- Clients
- 373
- Regulatory AUM
- $2,971,032,692
- Share
- 11.2%
- Avg. per client
- $7.97M
- Clients
- 1
- Regulatory AUM
- $2,597,313,733
- Share
- 9.8%
- Avg. per client
- $2.60B
- Clients
- 20
- Regulatory AUM
- $10,625,488,326
- Share
- 40.0%
- Avg. per client
- $531.3M
- Clients
- 12
- Regulatory AUM
- $4,645,362,328
- Share
- 17.5%
- Avg. per client
- $387.1M
- Clients
- 33
- Regulatory AUM
- $978,282,099
- Share
- 3.7%
- Avg. per client
- $29.6M
- Clients
- 189
- Regulatory AUM
- $4,648,509,380
- Share
- 17.5%
- Avg. per client
- $24.6M
Total
- Clients
- 986
- Regulatory AUM
- $26,582,600,252
- Share
- 100%
- Avg. per client
- $27.0M
What it does
Brown Advisory provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Brown Advisory advises no private funds.
98.7% of assets ($26.25B across 1,360 accounts) are managed with discretion; $332.9M across 172 accounts are not. 79% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks77%
- Funds14%
- Registered funds13%
- Pooled vehicles1%
- Bonds5%
- Sovereign bonds3%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash4%
Custodians
Brown Advisory’s client accounts are held mainly at Bank of New York Mellon, with 12% of managed assets, and SEI Investments Guernsey Limited, with 11%. Brown Advisory has custody of $636.5M for 203 clients.
- SEI Investments (europe) LimitedSEI Investments (europe) Limited · London · $1.68B6%
- SEI Investments Guernsey LimitedSEI Investments Guernsey Limited · Guernsey · $2.86B11%
- Bank of New York MellonBank of New York Mellon · London · $3.23B12%
- All other custodians$18.82B71%
Ownership and leadership
Brown Advisory Management, LLC owns 75% or more of Brown Advisory.
- Owns 75% or more of Brown Advisory LTD.
Brown Advisory Management, LLC
Control person · since January 2016
- Owns 25% to 50% of Brown Advisory Management, LLC
Brown Advisory Group Holdings LLC
Control person · since January 2016
Brown Advisory Incorporated
Unit holder and managing member · Control person · since January 2016
Leadership
- William WhiteChief Operating Officer
- Richard ThomasonChief Compliance Officer - Brown Advisory LTD
- Edward Chadwyck-HealeyDirector
- Logie FitzwilliamsDirector
- Michael HankinDirector
- Quintin Ings-ChambersDirector
- Peter MallinsonDirector
- Simon PeckDirector
- Shannon PierceDirector
- Brett RogersGroup General Counsel
Staff
- 110 employees
- 36 in advisory functions
- 1 soliciting firm
Fees
Brown Advisory is paid through a percentage of assets under management.
Brown Advisory’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Brown Advisory has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Brown Advisory LTD.
- Headquarters
- 18 Hanover Square, 1st Floor, London, United Kingdom W1S 1JY
- Phone
- 442033018130
- Website
- www.brownadvisory.com
- SEC file
- 801-80609
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Brown Advisory have?
Brown Advisory has 986 clients and manages $26.6 billion for them, as of March 2026. They include 373 high-net-worth individuals, 358 other individuals and 189 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Brown Advisory offer?
Brown Advisory provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Brown Advisory use?
Brown Advisory’s separately managed account assets are held at Bank of New York Mellon (London), with $3,230,356,489, SEI Investments Guernsey Limited (Guernsey), with $2,858,565,921 and SEI Investments (europe) Limited (London), with $1,677,450,652. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Brown Advisory have?
Brown Advisory has 0 investment adviser representatives registered with state securities authorities, out of 110 employees, and 36 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brown Advisory invest in?
At the end of its last fiscal year, Brown Advisory’s separately managed accounts held 77% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% sovereign bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brown Advisory?
Brown Advisory is owned through a holding company by Brown Advisory Group Holdings LLC. Its direct owner is Brown Advisory Management, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Brown Advisory get paid?
Brown Advisory is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file