Overview
- Headquarters
- Baltimore, MD
- Total Firm Assets
- $124.3 billion
- Average High-Net-Worth Client Portfolio Size
- $19.6 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: BROWN ADVISORY, LLC FIRM BROCHURE (2025-03-27)
· View brochure text
Latest filing: BROWN ADVISORY, LLC FIRM BROCHURE (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | $100,000,000 | 0.35% |
| $100,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $250,000 | 0.50% |
| $100 million | $425,000 | 0.42% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 39.08%
- Number of High-Net-Worth Clients
- 2,484
- Total Client Accounts
- 26,390
- Discretionary Accounts
- 25,601
- Non-Discretionary Accounts
- 789
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 110181
- BROWN ADVISORY, LLC FIRM BROCHURE (2026-03-31) · View brochure text
- BROWN ADVISORY, LLC FIRM BROCHURE (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗