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They include 510 individual clients and 103 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brown Financial Advisors offer?","answer":"Brown Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Brown Financial Advisors use?","answer":"Brown Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $323M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brown Financial Advisors have?","answer":"Brown Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brown Financial Advisors invest in?","answer":"At the end of its last fiscal year, Brown Financial Advisors’ separately managed accounts held 45% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 13% other, 3% cash and equivalents, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). The 13% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brown Financial Advisors?","answer":"Brown Financial Advisors is owned through a chain of holding companies by Brown Holco 2, Inc. and Gregory Brown. Its direct owner is Brown Intermediate, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brown Financial Advisors get paid?","answer":"Brown Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}