RIA Intel›Advisers›California›THE R.L. BROWN ADVISORY GROUP, LLC

THE R.L. BROWN ADVISORY GROUP, LLC

Advisory

CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#4,569
of 5,480 advisers by AUM
Average account
$299K
across 40 accounts
AUM per adviser
$12M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$12M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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