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| Happy Holidays!! thanks for using AUM13F!! |
| Brown Financial Advisors LLC
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| CRD # | 147056 |
| SEC # | 801-119541 |
| CIK # | 0002035548 |
| AUM | $298.8 M (2025-04-02) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 513-575-9654 |
| Address | 964 State Route 28 Milford, OH 45150 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 7.1 | |
| Nvidia Corp | 6.8 | |
| Amazon Com Inc | 6.7 | |
| Facebook Inc | 5.1 | |
| Apple Inc | 4.6 | |
| Alphabet Inc | 4.6 | |
| Broadcom Inc | 3.1 | |
| Procter & Gamble Co | 2.9 | |
| Goldman Sachs Group Inc | 2.8 | |
| J P Morgan Chase & Co | 2.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 586 | 144.5 |
| (b) Individuals (high net worth individuals) | 93 | 154.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,625 | 298.8 |
| By Discretionary | ||
| Discretionary | 1,625 | 298.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,625 | 298.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.8 | |
| Total | 1,625 | 298.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002035548] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M Group Investment Advisor LLC
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0.3 | |
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Solano Wealth Investment Advisors LLC
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|
CA | 0.3 |
|
Dovetail Wealth Management LLC
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TX | 0.3 |
|
Taylor Frigon Capital Management LLC
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AZ | 0.3 |
|
Certified Tax Service Inc
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IL | 0.3 |
|
Targeted Financial Services LLC
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FL | 0.3 |
|
Jessup Wealth Management Inc
✚
|
OH | 0.3 |
|
Bridgewater Asset Management LLC
✚
|
MO | 0.3 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.3 |
|
Athena Investment Management
✚
|
0.3 |