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BROWN FINANCIAL ADVISORY

FAIRHOPE, AL · CRD 155548 · IAPD ↗ · 251-928-9498

$468.2MRegulatory AUM
6Advisory reps
8Employees
3Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BROWN FINANCIAL ADVISORY notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — BROWN FINANCIAL ADVISORY reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — BROWN FINANCIAL ADVISORY reported RAUM up 36% ($344.0M -> $468.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
May 2025 — BROWN FINANCIAL ADVISORY added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — BROWN FINANCIAL ADVISORY notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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