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BROWN ADVISORY LTD.
CRD 168985File 801-80609
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$26.58B
Top 10% of cohort (national)
Discretionary AUM
$26.25B
Non-discretionary $332.9M
Clients
986
1,532 accounts
Employees
110
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 3, 2014
- Principal office
- 18 HANOVER SQUARE, 1ST FLOOR, LONDON, W1S 1JY
- Phone
- 44 203-301-8130
- Website
- HTTP://WWW.BROWNADVISORY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.58B
- Discretionary AUM
- $26.25B
- Non-discretionary AUM
- $332.9M
- Discretionary accounts
- 1,360
- Non-discretionary accounts
- 172
- Total accounts
- 1,532
- AUM per client
- $27.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 189 | $4.65B |
| Investment companies | 1 | $2.60B |
| Charitable organizations | 33 | $978.3M |
| High net worth individuals | 373 | $2.97B |
| Pooled investment vehicles | 20 | $10.63B |
| Pension and profit sharing plans | 12 | $4.65B |
| Individuals (other than high net worth individuals) | 358 | $116.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- No
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 | 89 | 110 | increased by21 |
| Apr 1, 2026 | Clients | 911 | 986 | increased by75 |
| Apr 1, 2026 | AUM | $19,410,513,815 | $26,582,600,252 | increased by$7,172,086,437 |
| Apr 1, 2026 | Accounts | 911 | 1,532 | increased by621 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 68 | 89 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 557 | 911 | increased by354 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,700,134,142 | $19,410,513,815 | increased by$10,710,379,673 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 820 | 911 | increased by91 |
| Apr 1, 2022 | Employees | 54 | 68 | increased by14 |
| Apr 1, 2022 | Clients | 457 | 557 | increased by100 |
| Apr 1, 2022 | AUM | $5,151,257,766 | $8,700,134,142 | increased by$3,548,876,376 |
| Apr 1, 2022 | Accounts | 671 | 820 | increased by149 |
| 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.