RIA Intel›Advisers›Ohio›M.K. BROWN WEALTH ADVISORY, LLC

M.K. BROWN WEALTH ADVISORY, LLC

Advisory

N·OAKWOOD, OH

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM

$166M

1-Year AUM Growth

+16.3%

3-Year CAGR

+3.7%

Employees

1

Assets Under Management

Total AUM$166M

Discretionary AUM$163M

Non-Discretionary AUM$2M

Discretionary %98.7%

Total Clients157

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)-50.0%

Filing History

Total Filings on Record26

First FilingNov 29, 2006

Latest FilingFeb 26, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 20+ 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 M.K. BROWN WEALTH ADVISORY, LLC

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