Brown Advisory Cavanaugh LLC (Baltimore)

Name: Brown Advisory Cavanaugh LLC
Address: 901 South Bond Street, Baltimore, MD, 21231
Telephone: 410-537-5400

Brown Advisory Cavanaugh LLC is a large advisory firm based in Baltimore. It manages $1.23 billion of regulatory assets for 316 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Delaware, Florida, Maryland, Nevada, and New Jersey.

Brown Advisory Cavanaugh provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. 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 Advisory Cavanaugh: assets under management

The assets under management (AUM) of Brown Advisory Cavanaugh LLC is $1.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.89 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brown Advisory Cavanaugh LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brown Advisory Cavanaugh LLC

David Michael Churchill joined the executive team most recently as the Treasurer & Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Michael Churchill	Treasurer & chief financial officer	1 Jul 2010	Other	2094155
Michael David Hankin	Chief executive officer	1 Jul 2010	Other	2339625
Brett David Rogers	Chief compliance officer	1 Jul 2010	Other	4641164
Brown Advisory Holdings Incorporated	Sole shareholder & managing member	1 Jul 2010	75% - 100%	52-2112409

Based in Baltimore

The principal office where Brown Advisory Cavanaugh LLC performs its advisory services is located at 901 South Bond Street, Baltimore, MD 21231, 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 410-537-5400 or by fax 410-537-6486. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cavcap.com.