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BROWN FINANCIAL ADVISORS, LLC
CRD 147056 · SEC 801-119541
964 STATE ROUTE 28, MILFORD, OH, 45150, United States
Phone
513-575-9654
Fax
513-575-9656
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$323.3M
Discretionary AUM
$322.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 510 | $142.3M |
| High net worth individuals | 103 | $181.0M |
States served
IN, KY, OH, OK, SC, FL
All web addresses on file
- HTTP://WWW.FACEBOOK.COM/BROWN-FINANCIAL-ADVISORS-LLC-454551454655743/
- HTTP://TWITTER.COM/BROWN_FINANCIAL
- HTTP://WWW.LINKEDIN.COM/IN/GREGORY-A-BROWN-14685114/
- HTTP://WWW.BROWNFINANCIALADVISORS.COM
- HTTP://WWW.SOUNDMONEYSEMINARS.COM
- HTTP://THEFINANCIALHQ.COM/BROWNCOMRA
- HTTP://SOUNDMONEYINFO.COM/
- HTTP://SOUNDMONEYEVENTS.COM/
- HTTP://WWW.SOUNDMONEYSEMINARS.COM
Official SEC filing: View on IAPD