Active
BROWN FINANCIAL ADVISORS, LLC
Investment Advice|MILFORD, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$298.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 298.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 147056 |
| SEC Number | 801-119541 |
| Street Address | 964 STATE ROUTE 28 |
| Location | MILFORD, OH 45150 |
| Country | United States |
| Phone | 513-575-9654 |
| Fax | 513-575-9656 |
| Total Employees | 3 |
Client Count by Type (679 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 586 |
| High Net Worth Individual… | 93 |
Community Partners
CITY OF MILFORD
TOWNSHIP OF BATAVIA
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GOSHEN
TOWNSHIP OF JACKSON
TOWNSHIP OF MIAMI
TOWNSHIP OF MONROE
TOWNSHIP OF OHIO
TOWNSHIP OF PIERCE
TOWNSHIP OF STONELICK
TOWNSHIP OF TATE
TOWNSHIP OF UNION
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WAYNE
TOWNSHIP OF WILLIAMSBURG
VILLAGE OF BATAVIA
VILLAGE OF BETHEL
VILLAGE OF CHILO
VILLAGE OF FELICITY
VILLAGE OF MOSCOW
CITY OF MILFORD
TOWNSHIP OF BATAVIA
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GOSHEN
TOWNSHIP OF JACKSON
TOWNSHIP OF MIAMI
TOWNSHIP OF MONROE
TOWNSHIP OF OHIO
TOWNSHIP OF PIERCE
TOWNSHIP OF STONELICK
TOWNSHIP OF TATE
TOWNSHIP OF UNION
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WAYNE
TOWNSHIP OF WILLIAMSBURG
VILLAGE OF BATAVIA
VILLAGE OF BETHEL
VILLAGE OF CHILO
VILLAGE OF FELICITY
VILLAGE OF MOSCOW
CITY OF MILFORD
TOWNSHIP OF BATAVIA
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GOSHEN
TOWNSHIP OF JACKSON
TOWNSHIP OF MIAMI
TOWNSHIP OF MONROE
TOWNSHIP OF OHIO
TOWNSHIP OF PIERCE
TOWNSHIP OF STONELICK
TOWNSHIP OF TATE
TOWNSHIP OF UNION
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WAYNE
TOWNSHIP OF WILLIAMSBURG
VILLAGE OF BATAVIA
VILLAGE OF BETHEL
VILLAGE OF CHILO
VILLAGE OF FELICITY
VILLAGE OF MOSCOW
Municipal Government
24 Active
24
Organizations
CLERMONT COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
CLERMONT COUNTY METROPOLITAN HOUSING AUTHORITY
CLERMONT COUNTY PARK DISTRICT
CLERMONT COUNTY PUBLIC LIBRARY DISTRICT
CLERMONT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
CLERMONT SOIL AND WATER CONSERVATION DISTRICT
FRANKLIN TOWNSHIP FIRE & EMS
GOSHEN PARK DISTRICT
JACKSON TOWNSHIP VOLUNTEER FIRE DEPARTMENT
UNION TOWNSHIP PARK DISTRICT
CLERMONT COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
CLERMONT COUNTY METROPOLITAN HOUSING AUTHORITY
CLERMONT COUNTY PARK DISTRICT
CLERMONT COUNTY PUBLIC LIBRARY DISTRICT
CLERMONT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
CLERMONT SOIL AND WATER CONSERVATION DISTRICT
FRANKLIN TOWNSHIP FIRE & EMS
GOSHEN PARK DISTRICT
JACKSON TOWNSHIP VOLUNTEER FIRE DEPARTMENT
UNION TOWNSHIP PARK DISTRICT
CLERMONT COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
CLERMONT COUNTY METROPOLITAN HOUSING AUTHORITY
CLERMONT COUNTY PARK DISTRICT
CLERMONT COUNTY PUBLIC LIBRARY DISTRICT
CLERMONT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
CLERMONT SOIL AND WATER CONSERVATION DISTRICT
FRANKLIN TOWNSHIP FIRE & EMS
GOSHEN PARK DISTRICT
JACKSON TOWNSHIP VOLUNTEER FIRE DEPARTMENT
UNION TOWNSHIP PARK DISTRICT
Special District
10 Active
10
Organizations
BATAVIA LOCAL SCH DIST
BETHEL TATE LOCAL SCH DIST
CLERMONT NORTHEASTERN LOCAL SCH DIST
FELICITY-FRANKLIN LOCAL SCHOOL DISTRICT
FELICITY FRANKLIN SCH DIST
GOSHEN LOCAL SCH DIST
MILFORD EX VLG SCH DIST
NEW RICHMOND EX VILLAGE SCH DIST
ST LOUIS CHURCH
US GRANT JT VOC SCH DIST
WEST CLERMONT LOCAL SCHOOL DIST
WILLIAMSBURG LOCAL SCHOOL DIST
BATAVIA LOCAL SCH DIST
BETHEL TATE LOCAL SCH DIST
CLERMONT NORTHEASTERN LOCAL SCH DIST
FELICITY-FRANKLIN LOCAL SCHOOL DISTRICT
FELICITY FRANKLIN SCH DIST
GOSHEN LOCAL SCH DIST
MILFORD EX VLG SCH DIST
NEW RICHMOND EX VILLAGE SCH DIST
ST LOUIS CHURCH
US GRANT JT VOC SCH DIST
WEST CLERMONT LOCAL SCHOOL DIST
WILLIAMSBURG LOCAL SCHOOL DIST
BATAVIA LOCAL SCH DIST
BETHEL TATE LOCAL SCH DIST
CLERMONT NORTHEASTERN LOCAL SCH DIST
FELICITY-FRANKLIN LOCAL SCHOOL DISTRICT
FELICITY FRANKLIN SCH DIST
GOSHEN LOCAL SCH DIST
MILFORD EX VLG SCH DIST
NEW RICHMOND EX VILLAGE SCH DIST
ST LOUIS CHURCH
US GRANT JT VOC SCH DIST
WEST CLERMONT LOCAL SCHOOL DIST
WILLIAMSBURG LOCAL SCHOOL DIST
School District
12 Active
12
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
A HEPA 127 INC
AHEPA 127 INC
ALL IN FOR AUTISM
AMELIA AMERICAN LEGION BICENTENNIAL UNIT 773 WOMENS AUXILLIARY
AMELIA AREA HISTORICAL SOCIETY INC
Amelia Business Association Inc
Amelia Elementary PTA
AMELIA KNOTHOLE BOOSTERS
AMERICAN CORMO SHEEP ASOCIATION
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
A HEPA 127 INC
AHEPA 127 INC
ALL IN FOR AUTISM
AMELIA AMERICAN LEGION BICENTENNIAL UNIT 773 WOMENS AUXILLIARY
AMELIA AREA HISTORICAL SOCIETY INC
Amelia Business Association Inc
Amelia Elementary PTA
AMELIA KNOTHOLE BOOSTERS
AMERICAN CORMO SHEEP ASOCIATION
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
A HEPA 127 INC
AHEPA 127 INC
ALL IN FOR AUTISM
AMELIA AMERICAN LEGION BICENTENNIAL UNIT 773 WOMENS AUXILLIARY
AMELIA AREA HISTORICAL SOCIETY INC
Amelia Business Association Inc
Amelia Elementary PTA
AMELIA KNOTHOLE BOOSTERS
AMERICAN CORMO SHEEP ASOCIATION
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
Nonprofit Organization
470 Active
470
Organizations
Community Partners96 organizations
CITY OF MILFORD
Municipal Government·MILFORD
TOWNSHIP OF FRANKLIN
Municipal Government·FELICITY
TOWNSHIP OF GOSHEN
Municipal Government·GOSHEN
TOWNSHIP OF JACKSON
Municipal Government·BATAVIA
TOWNSHIP OF OHIO
Municipal Government·NEW RICHMOND
TOWNSHIP OF WASHINGTON
Municipal Government·MOSCOW
VILLAGE OF CHILO
Municipal Government·CHILO
VILLAGE OF FELICITY
Municipal Government·FELICITY
VILLAGE OF NEVILLE
Municipal Government·NEVILLE
VILLAGE OF NEW RICHMOND
Municipal Government·NEW RICHMOND
VILLAGE OF OWENSVILLE
Municipal Government·OWENSVILLE
CLERMONT COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
Special District·BATAVIA
CLERMONT COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
Special District·BATAVIA
FRANKLIN TOWNSHIP FIRE & EMS
Special District·FELICITY
GOSHEN PARK DISTRICT
Special District·GOSHEN
JACKSON TOWNSHIP VOLUNTEER FIRE DEPARTMENT
Special District·WILLIAMSBURG
UNION TOWNSHIP PARK DISTRICT
Special District·LAFFERTY
ST LOUIS CHURCH
School District·OWENSVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Milford
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Milford
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Richmond
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Richmond
A HEPA 127 INC
Nonprofit Organization·MILFORD
AHEPA 127 INC
Nonprofit Organization·MILFORD
ALL IN FOR AUTISM
Nonprofit Organization·Milford
AMELIA AMERICAN LEGION BICENTENNIAL UNIT 773 WOMENS AUXILLIARY
Nonprofit Organization·Amelia
AMELIA AREA HISTORICAL SOCIETY INC
Nonprofit Organization·Amelia
Amelia Business Association Inc
Nonprofit Organization·Amelia
Amelia Elementary PTA
Nonprofit Organization·Amelia
AMELIA KNOTHOLE BOOSTERS
Nonprofit Organization·AMELIA
AMERICAN CORMO SHEEP ASOCIATION
Nonprofit Organization·Bethel
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·MILFORD
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·AMELIA
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Amelia
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·MILFORD
AMERICAN LEGION
Nonprofit Organization·New Richmond
AMERICAN LEGION AUXILIARY
Nonprofit Organization·bethel
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Milford
AMERICAN LEGION NEEDY FAMILY & SCHOLARSHIP FUND
Nonprofit Organization·NEW RICHMOND
AMERICAN LEGION POST 450 VICTOR STI
Nonprofit Organization·MILFORD
AMERICAN MODERN FOUNDATION
Nonprofit Organization·AMELIA
AMVETS
Nonprofit Organization·New Richmond
ANCIENT ORDER OF HIBERNIANS IN AMERICA
Nonprofit Organization·Owensville
ANIMAL RESCUE FUND INC
Nonprofit Organization·AMELIA
APPALACHIAN COMMUNITY DEVELOPMENT
Nonprofit Organization·NEW RICHMOND
AQUATIC TRANING CENTER INC
Nonprofit Organization·Milford
ARCHIE LEE BOYCE AMERICAN LEGION POST 406
Nonprofit Organization·BETHEL
ASPIRE360 INC
Nonprofit Organization·Milford
AUTISM CONNECTIONS
Nonprofit Organization·MILFORD
AUTISM ROCKS INC
Nonprofit Organization·Milford
Baptist International Leadership
Nonprofit Organization·Milford
BECKY ZS FINE ART PROGRAM AIDE FOR YOUNG ARTISTS IN NEED INC
Nonprofit Organization·Milford
BETHEL ALB CITIZENS COOPERATIVE
Nonprofit Organization·Bethel
BETHEL AREA TENNIS ASSOCIATION
Nonprofit Organization·Bethel
BETHEL ARMS FOUNDATION INC
Nonprofit Organization·Milford
BETHEL DIAMOND SPORTS INC
Nonprofit Organization·Bethel
BETHEL LIONS CLUB
Nonprofit Organization·BETHEL
BETHEL-TATE FIGHTING TIGER BOOSTERS
Nonprofit Organization·bethel
BETHEL TATE MUSIC ASSOCIATION
Nonprofit Organization·Bethel
BETHEL-TATE-WILLIAMSBURG GIFTED BOOSTERS
Nonprofit Organization·Bethel
BETHEL TATE YOUTH RECREATION LEAGUE
Nonprofit Organization·BETHEL
BETHEL WRESTLING CLUB
Nonprofit Organization·Bethel
BETHEL YOUTH FOOTBALL
Nonprofit Organization·BETHEL
BIBLICAL SCHOOL OF WORLD EVANGELISM
Nonprofit Organization·Milford
B M O P VOLUNTEER FIRE COMPANY
Nonprofit Organization·Amelia
BOYD E SMITH PARENT TEACHER
Nonprofit Organization·MILFORD
BRADY JAY RUDD MEMORIAL SCHOLARSHIP FUND
Nonprofit Organization·Moscow
BRAVE CHOICES INC
Nonprofit Organization·amelia