Brown | Miller Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Brown | Miller Wealth Management reports 508 clients. They include 280 high-net-worth individuals, 207 individual clients and 9 charitable organizations. Of its assets, 95.2% ($943M across 2,578 accounts) are managed with discretion; $48M across 126 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 5% |
| High-net-worth individuals | 55% | 90% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 207 | $53M | 5.3% | $256K |
| High-net-worth individuals | 280 | $894M | 90.2% | $3.19M |
| Pension and profit-sharing plans | 7 | $29.8M | 3.0% | $4.25M |
| Charitable organizations | 9 | $11.8M | 1.2% | $1.31M |
| Corporations and other businesses | 5 | $2.45M | 0.2% | $491K |
| Total | 508 | $991M | 100% | $1.95M |
- Clients
- 207
- Regulatory AUM
- $53M
- AUM share
- 5.3%
- Avg. per client
- $256K
- Clients
- 280
- Regulatory AUM
- $894M
- AUM share
- 90.2%
- Avg. per client
- $3.19M
- Clients
- 7
- Regulatory AUM
- $29.8M
- AUM share
- 3.0%
- Avg. per client
- $4.25M
- Clients
- 9
- Regulatory AUM
- $11.8M
- AUM share
- 1.2%
- Avg. per client
- $1.31M
- Clients
- 5
- Regulatory AUM
- $2.45M
- AUM share
- 0.2%
- Avg. per client
- $491K
Total
- Clients
- 508
- Regulatory AUM
- $991M
- AUM share
- 100%
- Avg. per client
- $1.95M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Brown | Miller Wealth Management charges 0.40%–1.25% a year for its Investment and Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$3M | 0.75% |
| $3M–$5M | 0.65% |
| $5M–$10M | 0.55% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is billed on a project, fixed rate or hourly basis; the financial analysis fee shall not exceed $20,000.
David Miller owns 75% or more of Brown | Miller Wealth Management. The leadership team of Brown | Miller Wealth Management includes Chief Compliance Officer Elizabeth Sharp. It has 11 employees.
Leadership
- Elizabeth SharpChief Compliance Officer
Christopher BrownFounder & Principal
David MillerFounder & Managing Principal
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 11 in advisory functions
- 11 state-registered reps
- Owns 75% or more of Brown | Miller Wealth Management, LLC
David Miller
Control person · since July 2019
- Owns 25% to 50% of Brown | Miller Wealth Management, LLC
Christopher Brown
Control person · since July 2019
Brown | Miller Wealth Management’s regulatory assets grew 2.0× from $495M (February 2021) to $991M (September 2026); clients rose from 341 to 508 and employees from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $991M | 508 | 11 | 1 |
| June 2025 | $828M | 474 | 10 | 1 |
| February 2024 | $686M | 444 | 8 | 1 |
| February 2023 | $544M | 425 | 7 | 1 |
| May 2022 | $612M | 404 | 7 | 1 |
| February 2021 | $495M | 341 | 6 | 1 |
Besides its headquarters, Brown | Miller Wealth Management has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 8280 Greensboro Drive, Suite 220, McLeanHQ
Contact and registration details
- Legal name
- Brown | Miller Wealth Management, LLC
- Headquarters
- 8280 Greensboro Drive, Suite 220, McLean, VA 22102
- Website
- brownmillerwm.com
- Phone
- 703-972-1950
- @brownmillerwealthmanagement
- SEC file
- 801-117810
- Founded
- 2019
- Structure
- Virginia LLC
- Fiscal year end
- December
Brown | Miller Wealth Management uses Wells Fargo Clearing Services ($922M) as custodian for its separately managed accounts. Brown | Miller Wealth Management has custody of $156M in client assets for 104 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $922M100%
At year end, Brown | Miller Wealth Management’s separately managed accounts were mostly in funds (56%) and stocks (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $397M across 204 positions; the largest are Nvidia Corporation (13.3%), Apple Inc. (8.2%) and Microsoft Corp. (4.1%).
What the accounts hold
- Stocks43%
- Exchange-traded equities39%
- Non-exchange-traded equities4%
- Funds56%
- Bonds1%
- Cash1%
Reported 13F holdings
- $397M
- Reported 13F value
- 204
- Positions
- 42.1%
- In the 10 largest
- +12.9%
- Value vs. prior quarter
- Nvidia Corporation13.3%
- Apple Inc.8.2%
- Microsoft Corp.4.1%
- JPMORGAN Chase & CO3.8%
- Alphabet Inc. · Cap Stk CL A3.4%
- Broadcom Inc.2.3%
- Capital Group Intl Focus EQT · Shs Creation Uni2.0%
- SPDR Series Trust · State Street Spd1.9%
- Cisco Sys Inc.1.8%
- Amazon Com Inc.1.4%
Together, the ten largest are 42.1% of reported value.
How many clients does Brown | Miller Wealth Management have?
Brown | Miller Wealth Management has 508 clients and manages $991 million for them, as of September 2026. They include 280 high-net-worth individuals, 207 individual clients and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Brown | Miller Wealth Management offer?
Brown | Miller Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Brown | Miller Wealth Management charge?
Brown | Miller Wealth Management charges 0.40%–1.25% a year for its Investment and Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: BROWN | MILLER WEALTH MANAGEMENT LLC ADV PART 2A, filed 15 September 2026
Which custodians does Brown | Miller Wealth Management use?
Brown | Miller Wealth Management’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $922M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Brown | Miller Wealth Management have?
Brown | Miller Wealth Management has 11 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 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 | Miller Wealth Management invest in?
At the end of its last fiscal year, Brown | Miller Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities, 4% non-exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brown | Miller Wealth Management?
Brown | Miller Wealth Management’s direct owners are Christopher Brown (25% to 50%) and David Miller (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Brown | Miller Wealth Management get paid?
Brown | Miller Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Brown | Miller Wealth Management registered with the SEC?
Yes, Brown | Miller Wealth Management has been registered with the SEC as an investment adviser since 16 December 2019. Its CRD number is 305742 and its SEC file number is 801-117810.
Source: Form ADV Part 1A, Item 1, filed 15 September 2026; IAPD firm record
How do I contact Brown | Miller Wealth Management?
Brown | Miller Wealth Management’s main office is at 8280 Greensboro Drive, Suite 220, McLean, VA 22102. Its phone number is 703-972-1950. Its website is brownmillerwm.com.