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MILES BROWN ASSET MANAGEMENT, LLC

Advisory

SANTA ROSA, CA

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in CA
#3,091
of 5,480 advisers by AUM
Average account
$348K
across 211 accounts
AUM per adviser
$73M
1 adviser

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$73M
Discretionary %
100%
Clients
101
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients101
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

KEN GROSS FINANCIAL, INC.
THOUSAND OAKS, CA
$73M
+0.7% 1Y
LEWIS, MICHAEL, ANDREW
$73M
+7.5% 1Y
AIC ASSET MANAGEMENT LLC
SAN FRANCISCO, CA
$74M
-48.5% 1Y
LONGVIEW INVESTMENT MANAGEMENT, LLC
$73M
FARRELL FINANCIAL, INC.
THOUSAND OAKS, CA
$74M
TALKOT CAPITAL, LLC
SAUSALITO, CA
$73M
+62.3% 1Y

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