BROWN ADVISORY
Latest filing: Mar 27, 2025 (72 days ago)
AUM
$121,936,354,796
13% change vs. 1 year ago
1% change vs. 3 years ago
90% change vs. 5 years ago
195% change vs. 10 years ago
Employee Count
733
12% change vs. 1 year ago
15% change vs. 3 years ago
53% change vs. 5 years ago
102% change vs. 10 years ago
Main Office
BALTIMORE, MD
901 SOUTH BOND STREET, BALTIMORE, MD, UNITED STATES, 21231-3340
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.9 |
| Non-Discretionary | $118.0 |
| Total | $121.9 |
| Client | AUM |
|---|---|
| Retail | $43.9 |
| Pooled | $43.5 |
| Institutional | $34.5 |
| Total | $121.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 734 | $0.2 |
| Average Individual AUM | $330,409 | |
| HNW | 2,357 | $43.7 |
| Average HNW AUM | $18,526,549 | |
| Retail Total | 3,091 | $43.9 |
| Average Retail AUM | $14,205,628 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | CINCINNATI-OH-USA | $24.3 |
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $14.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $78.4 |
| Retail SMA AUM | $43.9 |
| Institutional SMA AUM | $34.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 59% | $46.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $2.4 |
| Municipal | 3% | $2.4 |
| Sovereign | 1% | $0.8 |
| IG Credit | 1% | $0.8 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 20% | $15.7 |
| Other Pools | 7% | $5.5 |
| Cash | 6% | $4.7 |
| Other | 0% | $0.0 |
| Total | 100% | $78.4 |
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 LTD. | $19.4 | 168985 | |
| BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | $8.4 | 124612 | |
| SIGNATURE FINANCIAL MANAGEMENT INC | $7.3 | 106375 | |
| BROWN ADVISORY (IRELAND) LTD. | $0.0 | - | |
| BLUEPRINT LOCAL INVESTMENTS, LLC | $0.0 | 304412 | |
| BROWN INVESTMENT ADVISORY & TRUST COMPANY | $0.0 | trust company | - |
| NEXTGEN OPPORTUNITY FUND GP, LLC | $0.0 | - | |
| BROWN ADVISORY TRUST COMPANY OF DELAWARE, LLC | $0.0 | trust company | - |
| NEXTGEN VENTURES FUND I GP, LLC | $0.0 | - | |
| NEXTGEN VENTRES FUND III, GP LLC | $0.0 | - | |
| BROWN ADVISORY (SINGAPORE) PTE. LTD | $0.0 | - | |
| NEXTGEN VENTURE PARTNERS LLC | $0.0 | 283709 | |
| BROWN SAVANO JV, LLC | $0.0 | 163853 | |
| NEXTGEN VENTURES FUND II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| HANKIN, MICHAEL, DAVID | PRESIDENT & CEO |
| CHURCHILL, DAVID, MICHAEL | CHIEF FINANCIAL OFFICER |
| ROGERS, BRETT, DAVID | GENERAL COUNSEL |
| COLEMAN, JULIE, PROUDFIT | DEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER |
| WHITE, WILLIAM, OBRIEN | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
29 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GLEN LAMBINICIO | BALTIMORE | MD | S65|1997-01-24 | ||||||
| JOHN CAVANAUGH | BALTIMORE | MD | S65|2006-04-12 | ||||||
| EDWARD TUNE | BALTIMORE | MD | S63|1992-03-23|S65|2014-02-20 | ||||||
| KENNETH STUZIN | BALTIMORE | MD | CHARTERED FINANCIAL ANALYST | ||||||
| BRIAN GRANEY | BALTIMORE | MD | CHARTERED FINANCIAL ANALYST | ||||||
| BERNARD NOWAK | BALTIMORE | MD | S63|2000-10-17|S65|2000-11-01 | CHARTERED FINANCIAL ANALYST | |||||
| JON JESTER | BALTIMORE | MD | S66|2000-12-12 | CERTIFIED FINANCIAL PLANNER | |||||
| ROBERT VERNON | BALTIMORE | MD | S63|1986-10-21|S65|1992-02-28 | CHARTERED FINANCIAL ANALYST | |||||
| RAYMOND MCCLURE | BALTIMORE | MD | S63|1993-12-10|S65|1995-03-21 | ||||||
| JANE KORHONEN | BALTIMORE | MD | CHARTERED FINANCIAL ANALYST | ||||||
| TIMOTHY HATHAWAY | BALTIMORE | MD | S63|1994-06-14 | CHARTERED FINANCIAL ANALYST | |||||
| JOHN BEATY | BALTIMORE | MD | S65|1994-02-23 | ||||||
| EFFIMIA KARIDES | BALTIMORE | MD | S65|2014-07-18 | ||||||
| MICHAEL FOSS | BALTIMORE | MD | S63|1987-01-23|S66|2000-11-09 | CHARTERED FINANCIAL ANALYST | |||||
| MEGAN SCHAEFER-CURRAN | BALTIMORE | MD | S63|1999-07-16|S65|2005-11-10|S66|2009-12-21 | ||||||
| CHRISTOPHER HOLCOMBE | BALTIMORE | MD | CERTIFIED FINANCIAL PLANNER | ||||||
| DAVID POWELL | BALTIMORE | MD | S63|1997-11-06 | CHARTERED FINANCIAL ANALYST | |||||
| COLIN KAMPFE | BALTIMORE | MD | S66|2017-02-08 | ||||||
| DAVID HUNTER | BALTIMORE | MD | S63|2001-11-03 | CHARTERED FINANCIAL ANALYST | |||||
| ERIKA PAGEL | BALTIMORE | MD | S63|2001-01-29|S65|2011-03-29 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $121.9 | $0.0 | 0% | 733 | 0 | 0% |
| 2025-04-21 | $121.9 | $0.0 | 0% | 733 | 0 | 0% |
| 2024-04-02 | $108.3 | $13.6 | 13% | 657 | 76 | 12% |
| 2023-04-04 | $98.3 | $23.6 | 24% | 629 | 104 | 17% |
| 2022-04-01 | $120.6 | $1.3 | 1% | 637 | 96 | 15% |
| 2021-04-05 | $87.9 | $34.1 | 39% | 557 | 176 | 32% |
| 2020-04-01 | $64.0 | $57.9 | 90% | 480 | 253 | 53% |
| 2019-04-01 | $47.6 | $74.3 | 156% | 501 | 232 | 46% |
| 2018-04-02 | $48.5 | $73.4 | 151% | 468 | 265 | 57% |
| 2017-04-01 | $41.3 | $80.6 | 195% | 408 | 325 | 80% |
| 2016-04-01 | $40.9 | $81.1 | 198% | 433 | 300 | 69% |
| 2015-04-01 | $41.3 | $80.6 | 195% | 362 | 371 | 102% |
| 2014-04-01 | $34.9 | $87.1 | 250% | 307 | 426 | 139% |
| 2013-04-01 | $18.6 | $103.3 | 556% | 235 | 498 | 212% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, AL-03/16/2012, AZ-03/16/2012, CA-03/27/2003, CO-03/16/2012, CT-03/16/2012, DC-01/15/1994, DE-03/16/2012, FL-09/25/1996, GA-03/16/2012, HI-03/28/2024, ID-03/31/2017, IL-03/19/2012, IN-03/29/2019, KY-03/31/2017, LA-03/16/2012, MA-03/31/2011, MD-10/03/1991, ME-03/16/2012, MI-03/16/2012, MN-03/16/2012, MO-03/16/2012, MT-12/09/2021, NC-03/16/2012, NH-03/30/2015, NJ-04/18/2012, NM-03/30/2015, NV-03/16/2012, NY-01/20/2004, OH-03/16/2012, OK-03/30/2023, OR-03/29/2019, PA-03/16/2012, RI-03/16/2012, SC-03/16/2012, SD-03/27/2025, TN-03/16/2012, TX-01/01/1999, UT-03/16/2012, VA-09/20/1996, VT-01/03/2005, WA-03/16/2012, WI-03/16/2012, WV-03/16/2012, WY-03/29/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV