Brown Financial Advisory

Brown Financial Advisory is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fairhope, Alabama. On its latest Form ADV, filed March 12, 2026, it reports $468M in regulatory assets under management, 275 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	155548 · SEC file 801-79151
Office	54 S. Greeno Road Fairhope, AL 36532
Phone	(251) 928-9498
Website	www.brownfinancialadvisory.com
Regulatory assets under management	$468M ($464M discretionary)
Individual clients	121 non-high-net-worth, 154 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting
Employees	8
Disciplinary disclosures	None reported
Latest Form ADV filing	March 12, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Fairhope

• Naviant Partners, LLC $177M
• Equip Financial Partners $4.5M
• Hayek Kallen Investment Management L.L.C. $424M
• Aptus Capital Advisors, LLC $14.1B

See all 5 fee-only advisers in Fairhope →

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