# BROWN AND BROWN FINANCIAL SERVICES, INC.

BROWN AND BROWN FINANCIAL SERVICES, INC. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 105392
- Type: SEC-registered investment adviser
- SEC file number: 801-23005
- Location: 6440 NORTH CENTRAL EXPRESSWAY #107, DALLAS, TX, 75206
- Phone: 214-696-1768
- Latest filing: 2026-02-12
- Regulatory AUM: $91.2M
- Discretionary AUM: $91.2M
- Clients: 2
- Accounts: 44

## Business model

- Compensation: % of AUM, Commissions, Other
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BROWN JOHN COLON | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BUBEL LAURIE ANN | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105392/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105392/similar
- Related entities: https://search.stillhousedata.com/firm/105392/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105392

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.