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Brown Financial Advisory
BROWN FINANCIAL ADVISORY is an SEC-registered investment adviser in FAIRHOPE, AL, registered since 2014. The firm manages $468 million in assets, $464...
Overview
BROWN FINANCIAL ADVISORY is an SEC-registered investment adviser in FAIRHOPE, AL, registered since 2014. The firm manages $468 million in assets, $464 million on a discretionary basis. It has 8 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1997
Location
Region
North America
Country
United States
City
Fairhope
Corporate office
Fairhope, AL, United States
Principals
J. Michael Brown
Founder and CEO
Sector focus
Frequently asked questions
Does the firm provide in-house estate planning or outsource it?
Estate planning is structurally embedded in-house. Founder J. Michael Brown and his son David Brown are both licensed attorneys, enabling the firm to draft family governance documents, coordinate trust administration, and structure charitable vehicles directly. This eliminates the coordination lag and cost typical when an RIA refers clients to external law firms.
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