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BROWN FINANCIAL ADVISORS, LLC

MILFORD, OH · CRD 147056 · IAPD ↗ · 513-575-9654

$323.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2024 — BROWN FINANCIAL ADVISORS, LLC notice-filed in OK, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — BROWN FINANCIAL ADVISORS, LLC reported RAUM up 27% ($192.6M -> $244.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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