RIA Intel›Advisers›BROWN, BENJAMIN, A.

BROWN, BENJAMIN, A.

Advisory

N·

Data as of Feb 22, 2024 · Source: SEC Form ADV

Total AUM

$280M

1-Year AUM Growth

+17.7%

3-Year CAGR

+8.4%

Employees

1

Assets Under Management

Total AUM$280M

Discretionary AUM$280M

Non-Discretionary AUM$692K

Discretionary %99.8%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingSep 26, 2001

Latest FilingFeb 22, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 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, BENJAMIN, A.

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