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BROWN FINANCIAL ADVISORS, LLC
CRD 147056File 801-119541
APPROVED
Retail clients
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$323.3M
Below cohort median (national)
Discretionary AUM
$322.2M
Non-discretionary $1.1M
Clients
613
1,573 accounts
Employees
3
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 25, 2020
- Principal office
- 964 STATE ROUTE 28, MILFORD, OH, 45150
- Phone
- 513-575-9654
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $323.3M
- Discretionary AUM
- $322.2M
- Non-discretionary AUM
- $1.1M
- Discretionary accounts
- 1,563
- Non-discretionary accounts
- 10
- Total accounts
- 1,573
- AUM per client
- $527K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 103 | $181.0M |
| Individuals (other than high net worth individuals) | 510 | $142.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.