RIA Intel›Advisers›Maryland›BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Advisory

N·BALTIMORE, MD

Data as of Apr 21, 2026 · Source: SEC Form ADV

Total AUM

$9.8B

1-Year AUM Growth

+15.3%

3-Year CAGR

+1.0%

Employees

18

Assets Under Management

Total AUM$9.8B

Discretionary AUM$4.7B

Non-Discretionary AUM$5.2B

Discretionary %47.5%

Total Clients352

Team

Total Employees18

Investment Advisers24

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record58

First FilingJan 9, 2003

Latest FilingApr 21, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.