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BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
CRD 124612File 801-61732
APPROVED
Custody
Filing as of Apr 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.84B
Top 10% of cohort (national)
Discretionary AUM
$4.68B
Non-discretionary $5.16B
Clients
393
510 accounts
Employees
24
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 23, 2003
- Principal office
- 901 SOUTH BOND STREET, SUITE 400, BALTIMORE, MD, 21231
- Phone
- 410-537-5400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.84B
- Discretionary AUM
- $4.68B
- Non-discretionary AUM
- $5.16B
- Discretionary accounts
- 132
- Non-discretionary accounts
- 378
- Total accounts
- 510
- AUM per client
- $25.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.34B |
| Charitable organizations | Fewer than 5 | $46.7M |
| High net worth individuals | Fewer than 5 | $676.1M |
| Pooled investment vehicles | 393 | $7.78B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $147K |
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 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 | 26 | 24 | decreased by2 |
| Apr 1, 2026 | Clients | 352 | 393 | increased by41 |
| Apr 1, 2026 | AUM | $8,445,840,669 | $9,838,930,305 | increased by$1,393,089,636 |
| Apr 1, 2026 | Accounts | 362 | 510 | increased by148 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 26 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 313 | 352 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,189,458,302 | $8,445,840,669 | increased by$256,382,367 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 452 | 362 | decreased by90 |
| Apr 1, 2022 | Employees | 28 | 25 | decreased by3 |
| Apr 1, 2022 | Clients | 256 | 313 | increased by57 |
| Apr 1, 2022 | AUM | $6,193,798,467 | $8,189,458,302 | increased by$1,995,659,835 |
| Apr 1, 2022 | Accounts | 433 | 452 | increased by19 |
| 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.