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| Brown Financial Advisors LLC
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|---|---|
| CRD # | 147056 |
| SEC # | 801-119541 |
| CIK # | 0002035548 |
| AUM | 323.3 M (2026-04-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 513-575-9654 |
| Address | 964 State Route 28 Milford, OH 45150 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 6.3 | ||
| Nvidia Corp | 6.1 | ||
| Microsoft Corp | 5.7 | ||
| Alphabet Inc | 5.4 | ||
| Apple Inc | 5.2 | ||
| Facebook Inc | 3.9 | ||
| Procter & Gamble Co | 3.1 | ||
| Broadcom Inc | 2.8 | ||
| Goldman Sachs Group Inc | 2.7 | ||
| World Currency Gold Trust | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 510 | 142.3 |
| (b) Individuals (high net worth individuals) | 103 | 181.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,573 | 323.3 |
| By Discretionary | ||
| Discretionary | 1,563 | 322.2 |
| Non-Discretionary | 10 | 1.1 |
| Total | 1,573 | 323.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.3 | |
| Total | 1,573 | 323.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035548] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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