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BROWN ADVISORY
Legal name: SIGNATURE FINANCIAL MANAGEMENT INC
CRD 106375File 801-47290
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.57B
Top 10% of cohort (national)
Discretionary AUM
$7.52B
Non-discretionary $45.6M
Clients
229
1,606 accounts
Employees
36
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 6, 1994
- Principal office
- 101 W. MAIN STREET, SUITE 700, NORFOLK, VA, 23510-1676
- Phone
- 757-625-7670
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.57B
- Discretionary AUM
- $7.52B
- Non-discretionary AUM
- $45.6M
- Discretionary accounts
- 1,580
- Non-discretionary accounts
- 26
- Total accounts
- 1,606
- AUM per client
- $33.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $208.5M |
| Charitable organizations | 23 | $149.4M |
| High net worth individuals | 145 | $5.55B |
| Pooled investment vehicles | 16 | $1.66B |
| Individuals (other than high net worth individuals) | 27 | $6.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 37 | 36 | decreased by1 |
| Apr 1, 2026 | Clients | 234 | 229 | decreased by5 |
| Apr 1, 2026 | AUM | $7,319,916,211 | $7,570,327,667 | increased by$250,411,456 |
| Apr 1, 2026 | Accounts | 1,744 | 1,606 | decreased by138 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 37 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 203 | 234 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,837,531,987 | $7,319,916,211 | decreased by$517,615,776 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,918 | 1,744 | decreased by174 |
| Apr 1, 2022 | Employees | 55 | 45 | decreased by10 |
| Apr 1, 2022 | Clients | 186 | 203 | increased by17 |
| Apr 1, 2022 | AUM | $7,694,508,273 | $7,837,531,987 | increased by$143,023,714 |
| Apr 1, 2022 | Accounts | 1,770 | 1,918 | increased by148 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROWN ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROWN ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.