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M.K. BROWN WEALTH ADVISORY

OAKWOOD, OH · CRD 121269 · IAPD ↗ · mkbrown.com · 937-298-8904

$165.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — M.K. BROWN WEALTH ADVISORY notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — M.K. BROWN WEALTH ADVISORY moved its main office from KETTERING, OH to OAKWOOD, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.