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BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

CRD 124612File 801-61732
APPROVED
Custody
Filing as of Apr 21, 2026
Feed vintage Aug 17, 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 typeClientsAUM
OtherFewer than 5$1.34B
Charitable organizationsFewer than 5$46.7M
High net worth individualsFewer than 5$676.1M
Pooled investment vehicles393$7.78B
Individuals (other than high net worth individuals)Fewer than 5$147K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.