Overview
Assets Under Management: $94 million
High-Net-Worth Clients: 12
Average Client Assets: $7.6 million
Frequently Asked Questions
BROWNING CAPITAL MANAGEMENT LLC 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 #169271), BROWNING CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
BROWNING CAPITAL MANAGEMENT LLC serves 12 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, BROWNING CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BROWNING CAPITAL MANAGEMENT LLC manages $94 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, BROWNING CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.60%
Average Client Assets: $7.6 million
Total Client Accounts: 103
Discretionary Accounts: 103
Regulatory Filings
CRD Number: 169271
Filing ID: 1936119
Last Filing Date: 2025-02-24 14:09:00