M.K. BROWN WEALTH ADVISORY

Legal name: M.K. BROWN WEALTH ADVISORY, LLC

CRD 121269File 801-121348

APPROVED

Retail clients

Custody

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$165.5M

Bottom 25% of cohort (national)

Discretionary AUM

$163.5M

Non-discretionary $2.1M

Clients

152

282 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 28, 2021
Principal office: 2331 FAR HILLS AVE., SUITE 100, OAKWOOD, OH, 45419
Phone: 937-298-8904
Website: http://www.mkbrown.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $165.5M
Discretionary AUM: $163.5M
Non-discretionary AUM: $2.1M
Discretionary accounts: 279
Non-discretionary accounts: 3
Total accounts: 282
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$118.2M
Individuals (other than high net worth individuals)	110	$47.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — THIRD PARTY ADVISORY FEES
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
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: No

Disclosure events

ADV Item 11

This 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.