RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 2, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control
BROWN, GREGORY, ALLENIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Apr 2, 2025 REGISTERED

Notice Filings (6)

FL IN KY OH OK SC

Address

964 STATE ROUTE 28
MILFORD, OH 45150
United States
Phone: 513-575-9654