# Brown Financial Advisory

Brown Financial Advisory is a Multi Family Office based in Fairhope, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fairhope, United States
- **Region:** North America
- **Address:** Fairhope, AL, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** brownfinancialadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/4003588

## Regulatory record

- **CRD number:** 155548
- **SEC file number:** 801-79151
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155548

## About

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.

## Sectors

- Wealth Management
- Estate Planning
- Tax Strategy

## People

- J. Michael Brown — Founder and CEO

## 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.

## Related profiles

- [Brookstone Financial](https://altss.com/profile/brookstone-financial)
- [Brown Financial Planning](https://altss.com/profile/brown-financial-planning-llc)

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Last updated: 2026-07-06T01:24:13.139Z

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