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BROWN FINANCIAL ADVISORY
BROWN MCLEOD, INC
CRD 155548 · SEC 801-79151
54 S. GREENO ROAD, FAIRHOPE, AL, 36532, United States
Phone
251-928-9498
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$468.2M
Discretionary AUM
$464.2M
Team
8 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $59.3M |
| High net worth individuals | 154 | $389.0M |
| Pension/profit sharing plans | 7 | $13.1M |
| Corporations/business entities | 6 | $6.7M |
States served
AL, LA, MS, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD