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| Brown McLeod Inc
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|---|---|
| CRD # | 155548 |
| SEC # | 801-79151 |
| CIK # | 0001843853 |
| AUM | $468.2 M (2026-03-12) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 251-928-9498 |
| Address | 54 S Greeno Road Fairhope, AL 36532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.3 | ||
| Apple Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| AbbVie Inc | 0.8 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Sensient Technologies Corp | 0.6 | ||
| Nvidia Corp | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 59.3 |
| (b) Individuals (high net worth individuals) | 154 | 389.0 |
| (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 | 7 | 13.1 |
| (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 | 6 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 859 | 468.2 |
| By Discretionary | ||
| Discretionary | 846 | 464.2 |
| Non-Discretionary | 13 | 4.0 |
| Total | 859 | 468.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 468.2 | |
| Total | 859 | 468.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843853] |
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|---|---|---|
|
HS Management Partners LLC
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|
NY | 0.5 |
|
Arcataur Capital Management LLC
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WI | 0.5 |
|
Adapt Wealth Advisors LLC
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GA | 0.5 |
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Henry Bragg & Co LLC
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Flagstone Financial Management LLC
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Fortitude Advisory Group LLC
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Yukon Wealth Management Inc
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KS | 0.5 |
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RPS Advisory Solutions LLC
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KY | 0.5 |
|
Coston McIsaac and Partners Inc
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ME | 0.5 |
|
Seascape Capital Management LLC
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NH | 0.5 |