Overview
Assets Under Management: $19.4 billion
High-Net-Worth Clients: 321
Average Client Assets: $7 million
Frequently Asked Questions
BROWN ADVISORY LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168985), BROWN ADVISORY LTD. is subject to fiduciary duty under federal law.
BROWN ADVISORY LTD. serves 321 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, BROWN ADVISORY LTD. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BROWN ADVISORY LTD. manages $19.4 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, BROWN ADVISORY LTD. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 321
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.81
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 911
Discretionary Accounts: 832
Non-Discretionary Accounts: 79
Regulatory Filings
CRD Number: 168985
Filing ID: 1968138
Last Filing Date: 2025-03-27 09:30:00
Website: https://brownadvisory.com