BROWN ADVISORY
Latest filing: Mar 28, 2025 (71 days ago)
AUM
$7,319,916,211
6% change vs. 1 year ago
-7% change vs. 3 years ago
11% change vs. 5 years ago
120% change vs. 10 years ago
Employee Count
37
-8% change vs. 1 year ago
-18% change vs. 3 years ago
-24% change vs. 5 years ago
-3% change vs. 10 years ago
Main Office
NORFOLK, VA
101 W. MAIN STREET, NORFOLK, VA, UNITED STATES, 23510-1676
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $7.3 |
| Non-Discretionary | $0.0 |
| Total | $7.3 |
| Client | AUM |
|---|---|
| Retail | $5.4 |
| Pooled | $1.6 |
| Institutional | $0.3 |
| Total | $7.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 25 | $0.0 |
| Average Individual AUM | $194,116 | |
| HNW | 150 | $5.4 |
| Average HNW AUM | $35,687,704 | |
| Retail Total | 175 | $5.4 |
| Average Retail AUM | $30,617,192 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $1.8 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $1.4 |
| BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $5.7 |
| Retail SMA AUM | $5.4 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 12% | $0.7 |
| Equity Non-Exch | 1% | $0.1 |
| Govt Agency | 1% | $0.1 |
| Municipal | 6% | $0.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 12% | $0.7 |
| Other Pools | 65% | $3.7 |
| Cash | 4% | $0.2 |
| Other | 0% | $0.0 |
| Total | 101% | $5.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BROWN ADVISORY LLC | $121.9 | 110181 | |
| BROWN ADVISORY LTD. | $19.4 | 168985 | |
| BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | $8.4 | 124612 | |
| NEXTGEN OPPORTUNITY FUND GP, LLC | $0.0 | - | |
| BLUEPRINT LOCAL INVESTMENTS, LLC | $0.0 | - | |
| BROWN ADVISORY (IRELAND) LTD. | $0.0 | - | |
| NEXTGEN VENTURES FUND I GP, LLC | $0.0 | - | |
| BROWN INVESTMENT ADVISORY & TRUST COMPANY | $0.0 | trust company | - |
| BROWN ADVISORY TRUST COMPANY OF DELAWARE, LLC | $0.0 | trust company | - |
| BROWN SAVANO JV, LLC | $0.0 | 163853 | |
| NEXTGEN VENTURES FUND III, GP LLC | $0.0 | - | |
| NEXTGEN VENTURES FUND II GP, LLC | $0.0 | - | |
| NEXTGEN VENTURE PARTNERS, LLC | $0.0 | - | |
| BROWN ADVISORY (SINGAPORE) PTE.LTD | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| HANKIN, MICHAEL, DAVID | PRESIDENT & CEO - BROWN ADVISORY |
| ROGERS, BRETT, DAVID | GENERAL COUNSEL |
| CHURCHILL, DAVID, MICHAEL | CHIEF FINANCIAL OFFICER |
| COLEMAN, JULIE, PROUDFIT | DEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER |
| WHITE, WILLIAM, OBRIEN | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
17 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CARTER FURR | NORFOLK | VA | S65|2002-07-12 | ||||||
| LLOYD NOLAND | NORFOLK | VA | S63|2000-04-06|S65|2011-12-21 | ||||||
| CHRISTOPHER RUSBULDT | NORFOLK | VA | S63|1996-04-15|S65|1996-09-26 | CHARTERED FINANCIAL ANALYST | |||||
| ADAM KING | NORFOLK | VA | CHARTERED FINANCIAL ANALYST | ||||||
| SARAH HOLTZINGER | NORFOLK | VA | S65|2015-12-29 | ||||||
| CHRISTOPHER MCLEAN | NORFOLK | VA | S66|2007-01-08 | ||||||
| TEAGUE AVEY | NORFOLK | VA | CERTIFIED FINANCIAL PLANNER | ||||||
| QUINN STRAAYER | NORFOLK | VA | S63|2014-09-15|S65|2018-04-24 | ||||||
| WEYMAN GONG | NORFOLK | VA | S65|1998-10-05 | ||||||
| ROSE BENNETCH | NORFOLK | VA | S65|2003-12-31 | ||||||
| SEAN MEEHAN | NORFOLK | VA | S63|1997-04-04 | CHARTERED FINANCIAL ANALYST | |||||
| REED HURT | NORFOLK | VA | CERTIFIED FINANCIAL PLANNER | ||||||
| ERIC JOHNSON | NORFOLK | VA | S63|1980-06-06|S65|1992-03-12 | ||||||
| RUPAL MASTER | NORFOLK | VA | S65|2015-03-12 | ||||||
| AMANDA GIFT | NORFOLK | VA | S66|1999-04-21 | ||||||
| B. WISTAR MORRIS | NORFOLK | VA | S65|2008-02-08 | ||||||
| JEAN LOGAN | NORFOLK | VA | S65|2010-10-29 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $7.3 | $0.0 | 0% | 37 | 0 | 0% |
| 2025-04-21 | $7.3 | $0.0 | 0% | 37 | 0 | 0% |
| 2024-04-02 | $6.9 | $0.4 | 6% | 40 | -3 | -8% |
| 2023-04-04 | $6.6 | $0.7 | 11% | 45 | -8 | -18% |
| 2022-04-01 | $7.8 | -$0.5 | -7% | 45 | -8 | -18% |
| 2021-04-05 | $7.7 | -$0.4 | -5% | 55 | -18 | -33% |
| 2020-04-01 | $6.6 | $0.7 | 11% | 49 | -12 | -24% |
| 2019-04-01 | $4.3 | $3.0 | 68% | 48 | -11 | -23% |
| 2018-04-02 | $4.4 | $2.9 | 66% | 44 | -7 | -16% |
| 2017-04-01 | $3.5 | $3.8 | 107% | 39 | -2 | -5% |
| 2016-04-01 | $3.3 | $4.0 | 121% | 38 | -1 | -3% |
| 2015-04-01 | $3.3 | $4.0 | 120% | 38 | -1 | -3% |
| 2014-04-01 | $3.1 | $4.2 | 134% | 37 | 0 | 0% |
| 2013-04-01 | $2.8 | $4.6 | 164% | 32 | 5 | 16% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, CA-03/28/2025, FL-03/27/2008, GA-03/28/2025, IL-03/28/2008, NC-12/09/2021, VA-03/29/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV