Joss Brown Wealth Advisors Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Joss Brown Wealth Advisors Group reports 129 clients. They include 69 high-net-worth individuals, 58 individual clients and 1 pension or profit-sharing plan. Of its assets, 93.0% ($151M across 569 accounts) are managed with discretion; $11.4M across 34 accounts are not. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 16% |
| High-net-worth individuals | 53% | 82% |
| Pension and profit-sharing plans | <1% | 3% |
| Other | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 58 | $25.2M | 15.5% | $434K |
| High-net-worth individuals | 69 | $133M | 81.9% | $1.93M |
| Pension and profit-sharing plans | 1 | $4.11M | 2.5% | $4.11M |
| Other | 1 | $10.1K | 0.0% | $10.1K |
| Total | 129 | $162M | 100% | $1.26M |
- Clients
- 58
- Regulatory AUM
- $25.2M
- AUM share
- 15.5%
- Avg. per client
- $434K
- Clients
- 69
- Regulatory AUM
- $133M
- AUM share
- 81.9%
- Avg. per client
- $1.93M
- Clients
- 1
- Regulatory AUM
- $4.11M
- AUM share
- 2.5%
- Avg. per client
- $4.11M
- Clients
- 1
- Regulatory AUM
- $10.1K
- AUM share
- 0.0%
- Avg. per client
- $10.1K
Total
- Clients
- 129
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- $1.26M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Joss Brown Wealth Advisors Group charges 0.25%–1.00% a year for its Investment Advisory Services. The fee is billed in advance or in arrears, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting (Stand-Alone)
- Stand-alone planning is fixed or hourly: $5,000 to $50,000 for a comprehensive plan, $350 an hour, and from $2,500 for limited projects.
Daniel Joss owns 50% to 75% of Joss Brown Wealth Advisors Group. The leadership team of Joss Brown Wealth Advisors Group includes Chief Compliance Officer Katherine Brown. It has 5 employees.
Leadership
Katherine BrownManaging Member and Chief Compliance Officer
Daniel JossManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Joss Brown Wealth Advisors Group LLC
Daniel Joss
Control person · since November 2022
- Owns 25% to 50% of Joss Brown Wealth Advisors Group LLC
Katherine Brown
Control person · since November 2022
Joss Brown Wealth Advisors Group’s regulatory assets grew from $111M (April 2023) to $162M (February 2026); clients rose from 103 to 129 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $162M | 129 | 5 | 3 |
| April 2025 | $139M | 123 | 5 | 2 |
| February 2024 | $116M | 107 | 5 | 2 |
| April 2023 | $111M | 103 | 4 | 2 |
Besides its headquarters, Joss Brown Wealth Advisors Group has 2 offices, with 3 listed addresses in Virginia.
Virginia · 3 listed addresses
- 1321 Jamestown Road, Suite 201, WilliamsburgHQ
- 751 Thimble Shoals BLVD, Newport News
- 240 West Main Street, Charlottesville
Contact and registration details
- Legal name
- Joss Brown Wealth Advisors Group LLC
- Headquarters
- 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185
- Website
- jossbrown.com
- Phone
- 757-903-2127
- SEC file
- 801-127223
- Structure
- Virginia LLC
- Fiscal year end
- December
Joss Brown Wealth Advisors Group uses Fidelity ($102M, 60%) and Charles Schwab ($68.6M, 40%) as custodians for its separately managed accounts. Joss Brown Wealth Advisors Group does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $68.6M40%
- FidelityFidelity · Boston, MA · $102M60%
At year end, Joss Brown Wealth Advisors Group’s separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks7%
- Funds89%
- Registered funds88%
- Pooled vehicles1%
- Bonds4%
- State and local bonds3%
- U.S. government and agency bonds1%
- Cash1%
- Other3%
- Gold and silver bullion3%
How many clients does Joss Brown Wealth Advisors Group have?
Joss Brown Wealth Advisors Group has 129 clients and manages $162 million for them, as of February 2026. They include 69 high-net-worth individuals, 58 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Joss Brown Wealth Advisors Group offer?
Joss Brown Wealth Advisors Group 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
How much does Joss Brown Wealth Advisors Group charge?
Joss Brown Wealth Advisors Group charges 0.25%–1.00% a year for its Investment Advisory Services. The fee is billed in advance or in arrears, is negotiable and has a $5,000 annual minimum.
Which custodians does Joss Brown Wealth Advisors Group use?
Joss Brown Wealth Advisors Group’s separately managed account assets are held at Fidelity (Boston, MA), with $102M and Charles Schwab & Co., Inc. (Westlake, TX), with $68.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Joss Brown Wealth Advisors Group have?
Joss Brown Wealth Advisors Group has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 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 Joss Brown Wealth Advisors Group invest in?
At the end of its last fiscal year, Joss Brown Wealth Advisors Group’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 3% state and local bonds, 3% other, 1% U.S. government and agency bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents. The 3% other category is described as: Gold and Silver Bullion.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Joss Brown Wealth Advisors Group?
Joss Brown Wealth Advisors Group’s direct owners are Daniel Joss (50% to 75%) and Katherine Brown (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Joss Brown Wealth Advisors Group get paid?
Joss Brown Wealth Advisors Group 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
How do I contact Joss Brown Wealth Advisors Group?
Joss Brown Wealth Advisors Group’s main office is at 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185. Its phone number is 757-903-2127. Its website is jossbrown.com.