RIA Intel›Advisers›New Hampshire›BROWNSTONE FINANCIAL GROUP LLC

BROWNSTONE FINANCIAL GROUP LLC

Advisory

LONDONDERRY, NH

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account

$113K

across 153 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients153

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

153 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CYGNET INVESTMENT CO., INC.

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