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Brown Financial Advisory Inc (Fairhope)


Brown Financial Advisory Inc is a large advisory firm based in Fairhope. It manages $93.3 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama and Texas.

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Brown Financial Advisory provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brown Financial Advisory: assets under management

The assets under management (AUM) of Brown Financial Advisory Inc is $93.3 million. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $91.67 million in discretionary accounts and $1.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $587.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $544.76 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brown Financial Advisory Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fairhope

The principal office where Brown Financial Advisory Inc performs its advisory services is located at 508 Fairhope Avenue, Fairhope, AL 36532, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 251-928-9498 or by fax 251-928-9499. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at jbrown100@earthlink.net.


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