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BROWNLIE & BRADEN ADVISORS, LLC

DALLAS, TX · CRD 288879 · IAPD ↗ · 214-219-4650

$329.2MRegulatory AUM
13Advisory reps
15Employees
16Clients
26-50Planning clients
10Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — BROWNLIE & BRADEN ADVISORS, LLC (DALLAS, TX) left the SEC roster (was $329.2M RAUM, 13 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2024 — BROWNLIE & BRADEN ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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