Overview
Assets Under Management: $164 million
Headquarters: OAKWOOD, OH
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
M.K. BROWN WEALTH ADVISORY, 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 #121269), M.K. BROWN WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
M.K. BROWN WEALTH ADVISORY, LLC is headquartered in OAKWOOD, OH.
M.K. BROWN WEALTH ADVISORY, LLC serves 41 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, M.K. BROWN WEALTH ADVISORY, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
M.K. BROWN WEALTH ADVISORY, LLC manages $164 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, M.K. BROWN WEALTH ADVISORY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 293
Discretionary Accounts: 290
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 121269
Last Filing Date: 2025-02-27 00:00:00
Website: https://raymondjames.com