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