BROWN FINANCIAL ADVISORS, LLC
CRD #147056 SEC #801-119541 MILFORD, OH 513-575-9654
SEC Registered
Total AUM
$298.8M
Discretionary
$298.8M
Employees
3
Clients
0
Accounts
1,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $298.8M | $298.8M | $0 | 3 | 0 |
| Nov 2024 | $244.9M | $244.9M | $0 | 3 | 0 |
| Mar 2024 | $244.9M | $244.9M | $0 | 3 | 0 |
| May 2023 | $192.6M | $192.6M | $0 | 3 | 0 |
| Apr 2022 | $257M | $257M | $0 | 3 | 0 |
| Aug 2021 | $185.2M | $185.2M | $0 | 3 | 0 |
| May 2021 | $185.2M | $185.2M | $0 | 4 | 0 |
| Mar 2021 | $185.2M | $185.2M | $0 | 4 | 0 |
| Oct 2020 | $151.5M | $151.3M | $222.2K | 4 | 538 |
| Aug 2020 | $151.5M | $151.3M | $222.2K | 4 | 538 |
DateApr 2025
Total AUM$298.8M
Discretionary$298.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$244.9M
Discretionary$244.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$244.9M
Discretionary$244.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$151.5M
Discretionary$151.3M
Non-Disc.$222.2K
Employees4
Clients538
DateAug 2020
Total AUM$151.5M
Discretionary$151.3M
Non-Disc.$222.2K
Employees4
Clients538