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| Keyboard |
| J M Brown & Associates Inc
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|---|---|
| CRD # | 118427 |
| SEC # | 801-130747 |
| CIK # | 0002134631 |
| AUM | 202.1 M (2026-05-21) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 918-496-5460 |
| Address | 7060 S Yale Tulsa, OK 74136-5740 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 147.5 |
| (b) Individuals (high net worth individuals) | 372 | 54.6 |
| (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 | 971 | 202.1 |
| By Discretionary | ||
| Discretionary | 956 | 201.7 |
| Non-Discretionary | 15 | 0.4 |
| Total | 971 | 202.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 201.7 | |
| Total | 971 | 202.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002134631] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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Wealth Advisors LLC
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Clearview Wealth Advisors LLC
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