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| Keyboard |
| MK Brown Wealth Advisory LLC
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|---|---|
| CRD # | 121269 |
| SEC # | 801-121348 |
| CIK # | |
| AUM | 165.5 M (2026-02-26) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 937-298-8904 |
| Address | 2331 Far Hills Ave Oakwood, OH 45419 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 47.3 |
| (b) Individuals (high net worth individuals) | 42 | 118.2 |
| (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 | 282 | 165.5 |
| By Discretionary | ||
| Discretionary | 279 | 163.5 |
| Non-Discretionary | 3 | 2.1 |
| Total | 282 | 165.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.5 | |
| Total | 282 | 165.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vestpointe Wealth Management LLC
✚
|
AZ | 165.8 M |
|
Vision Financial Management LLC
✚
|
OH | 165.7 M |
|
Feltl Advisors LLC
✚
|
MN | 165.6 M |
|
Curtis Capital Advisors LLC
✚
|
KS | 165.5 M |
|
Dedeker Financial LLC
✚
|
MN | 165.5 M |
|
KC Asset Management Inc
✚
|
165.4 M | |
|
Wolfers Asset Management LLC
✚
|
165.3 M | |
|
Redswan PC Inc
✚
|
TX | 165.3 M |
|
New England Schooner Inc
✚
|
MA | 165.2 M |
|
Expressive Wealth LLC
✚
|
IL | 165.2 M |