BROWN MCLEOD, INC
Legal name: BROWN FINANCIAL ADVISORY
CRD #155548 SEC #801-79151 FAIRHOPE, AL 251-928-9498
SEC Registered
Total AUM
$344M
Discretionary
$340.7M
Employees
7
Clients
101
Accounts
745
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $344M | $340.7M | $3.3M | 7 | 1 |
| Mar 2025 | $344M | $340.7M | $3.3M | 7 | 1 |
| Oct 2024 | $300.8M | $297.7M | $3.1M | 7 | 1 |
| Sep 2024 | $300.8M | $297.7M | $3.1M | 7 | 1 |
| Mar 2024 | $300.8M | $297.7M | $3.1M | 7 | 1 |
| Sep 2023 | $251.1M | $248.4M | $2.7M | 6 | 3 |
| Mar 2023 | $251.1M | $248.4M | $2.7M | 6 | 3 |
| Mar 2022 | $285.3M | $281.6M | $3.7M | 6 | 2 |
| Sep 2021 | $231.7M | $228.9M | $2.8M | 6 | 4 |
| Mar 2021 | $231.7M | $228.9M | $2.8M | 6 | 4 |
| Feb 2021 | $196.9M | $194.4M | $2.6M | 6 | 2 |
| Oct 2020 | $196.9M | $194.4M | $2.6M | 6 | 2 |
| Oct 2020 | $196.9M | $194.4M | $2.6M | 6 | 2 |
| Jun 2020 | $196.9M | $194.4M | $2.6M | 6 | 2 |
| Mar 2020 | $196.9M | $194.4M | $2.6M | 6 | 2 |
| Aug 2019 | $163.3M | $160.6M | $2.7M | 5 | 4 |
| Mar 2019 | $163.3M | $160.6M | $2.7M | 5 | 4 |
| Jan 2018 | $166.3M | $163.3M | $3M | 6 | 5 |
| Sep 2017 | $140.7M | $138.5M | $2.3M | 5 | 186 |
| Aug 2017 | $140.7M | $138.5M | $2.3M | 5 | 186 |
| Mar 2017 | $140.7M | $138.5M | $2.3M | 5 | 186 |
| Oct 2016 | $118.7M | $116.6M | $2.2M | 5 | 200 |
| Oct 2016 | $118.7M | $116.6M | $2.2M | 5 | 200 |
| Aug 2016 | $118.7M | $116.6M | $2.2M | 5 | 200 |
| Mar 2016 | $118.7M | $116.6M | $2.2M | 5 | 200 |
| Feb 2016 | $118.7M | $116.6M | $2.2M | 5 | 200 |
| Mar 2015 | $121.4M | $119.6M | $1.8M | 5 | 200 |
| Jun 2014 | $107.9M | $105.6M | $2.3M | 5 | 200 |
| Jun 2014 | $107.9M | $105.6M | $2.3M | 5 | 200 |
| Jun 2014 | $107.9M | $105.6M | $2.3M | 5 | 200 |
| Mar 2014 | $107.9M | $105.6M | $2.3M | 6 | 200 |
| Jan 2014 | $107.9M | $105.6M | $2.3M | 5 | 200 |
DateApr 2025
Total AUM$344M
Discretionary$340.7M
Non-Disc.$3.3M
Employees7
Clients1
DateMar 2025
Total AUM$344M
Discretionary$340.7M
Non-Disc.$3.3M
Employees7
Clients1
DateOct 2024
Total AUM$300.8M
Discretionary$297.7M
Non-Disc.$3.1M
Employees7
Clients1
DateSep 2024
Total AUM$300.8M
Discretionary$297.7M
Non-Disc.$3.1M
Employees7
Clients1
DateMar 2024
Total AUM$300.8M
Discretionary$297.7M
Non-Disc.$3.1M
Employees7
Clients1
DateSep 2023
Total AUM$251.1M
Discretionary$248.4M
Non-Disc.$2.7M
Employees6
Clients3
DateMar 2023
Total AUM$251.1M
Discretionary$248.4M
Non-Disc.$2.7M
Employees6
Clients3
DateMar 2022
Total AUM$285.3M
Discretionary$281.6M
Non-Disc.$3.7M
Employees6
Clients2
DateSep 2021
Total AUM$231.7M
Discretionary$228.9M
Non-Disc.$2.8M
Employees6
Clients4
DateMar 2021
Total AUM$231.7M
Discretionary$228.9M
Non-Disc.$2.8M
Employees6
Clients4
DateFeb 2021
Total AUM$196.9M
Discretionary$194.4M
Non-Disc.$2.6M
Employees6
Clients2
DateOct 2020
Total AUM$196.9M
Discretionary$194.4M
Non-Disc.$2.6M
Employees6
Clients2
DateOct 2020
Total AUM$196.9M
Discretionary$194.4M
Non-Disc.$2.6M
Employees6
Clients2
DateJun 2020
Total AUM$196.9M
Discretionary$194.4M
Non-Disc.$2.6M
Employees6
Clients2
DateMar 2020
Total AUM$196.9M
Discretionary$194.4M
Non-Disc.$2.6M
Employees6
Clients2
DateAug 2019
Total AUM$163.3M
Discretionary$160.6M
Non-Disc.$2.7M
Employees5
Clients4
DateMar 2019
Total AUM$163.3M
Discretionary$160.6M
Non-Disc.$2.7M
Employees5
Clients4
DateJan 2018
Total AUM$166.3M
Discretionary$163.3M
Non-Disc.$3M
Employees6
Clients5
DateSep 2017
Total AUM$140.7M
Discretionary$138.5M
Non-Disc.$2.3M
Employees5
Clients186
DateAug 2017
Total AUM$140.7M
Discretionary$138.5M
Non-Disc.$2.3M
Employees5
Clients186
DateMar 2017
Total AUM$140.7M
Discretionary$138.5M
Non-Disc.$2.3M
Employees5
Clients186
DateOct 2016
Total AUM$118.7M
Discretionary$116.6M
Non-Disc.$2.2M
Employees5
Clients200
DateOct 2016
Total AUM$118.7M
Discretionary$116.6M
Non-Disc.$2.2M
Employees5
Clients200
DateAug 2016
Total AUM$118.7M
Discretionary$116.6M
Non-Disc.$2.2M
Employees5
Clients200
DateMar 2016
Total AUM$118.7M
Discretionary$116.6M
Non-Disc.$2.2M
Employees5
Clients200
DateFeb 2016
Total AUM$118.7M
Discretionary$116.6M
Non-Disc.$2.2M
Employees5
Clients200
DateMar 2015
Total AUM$121.4M
Discretionary$119.6M
Non-Disc.$1.8M
Employees5
Clients200
DateJun 2014
Total AUM$107.9M
Discretionary$105.6M
Non-Disc.$2.3M
Employees5
Clients200
DateJun 2014
Total AUM$107.9M
Discretionary$105.6M
Non-Disc.$2.3M
Employees5
Clients200
DateJun 2014
Total AUM$107.9M
Discretionary$105.6M
Non-Disc.$2.3M
Employees5
Clients200
DateMar 2014
Total AUM$107.9M
Discretionary$105.6M
Non-Disc.$2.3M
Employees6
Clients200
DateJan 2014
Total AUM$107.9M
Discretionary$105.6M
Non-Disc.$2.3M
Employees5
Clients200