# Brown and Brown Financial Services

Brown and Brown Financial Services is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 105392
- **SEC file number:** 801-23005
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105392

## About

BROWN AND BROWN FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in DALLAS, TX. The firm manages approximately $91 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### How does Brown and Brown Financial Services source proprietary deal flow?

The entity does not appear to engage in proprietary deal flow or private equity co-investments. Its business model is retail wealth management and financial planning, not direct investing. No public reports indicate direct private company investments or club deal participation.

### What investment stages does Brown and Brown Financial Services typically target?

The firm does not target investment stages in the private equity or venture capital sense. It manages client portfolios across public market securities and provides financial planning. No venture or growth-stage direct investment activity is publicly documented.

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Last updated: 2026-06-03T20:00:00.000Z

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