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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| MCLEOD, DANIEL, SCOTT | I | CEO & PRESIDENT | E | Control |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | |
| LANCASTER, JOSHUA, WYATT | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B |
Registrations
Federal
IA
Apr 24, 2025 REGISTERED
Notice Filings (7)
AL FL LA MS NC NE TX
Address
54 S. GREENO ROADFAIRHOPE, AL 36532
United States
Phone: 251-928-9498