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BROWN ADVISORY
Legal name: BROWN ADVISORY LLC
CRD 110181File 801-38826
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$124.31B
Top 10% of cohort (national)
Discretionary AUM
$119.21B
Non-discretionary $5.11B
Clients
4,415
26,390 accounts
Employees
782
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 7, 1991
- Principal office
- 901 SOUTH BOND STREET, SUITE 400, BALTIMORE, MD, 21231-3340
- Phone
- 410-537-5400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $124.31B
- Discretionary AUM
- $119.21B
- Non-discretionary AUM
- $5.11B
- Discretionary accounts
- 25,601
- Non-discretionary accounts
- 789
- Total accounts
- 26,390
- AUM per client
- $28.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 363 | $8.46B |
| Insurance companies | Fewer than 5 | $145.2M |
| Investment companies | 6 | $24.26B |
| Charitable organizations | 683 | $16.25B |
| Other investment advisers | 55 | $5.49B |
| High net worth individuals | 2,484 | $48.58B |
| Pooled investment vehicles | 5 | $15.69B |
| Pension and profit sharing plans | 57 | $2.49B |
| State or municipal government entities | 17 | $2.71B |
| Individuals (other than high net worth individuals) | 745 | $240.5M |
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 investment companies
- 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
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.