MENON/BROWN ADVISORY GROUP

MENON/BROWN ADVISORY GROUP is an SEC-registered investment adviser (CRD 127508). Regulatory assets under management: $13.1M.

Registration

• CRD: 127508
• Type: Registered investment adviser
• Phone: 9496612097
• Latest filing: 2026-02-11
• Regulatory AUM: $13.1M
• Discretionary AUM: $13.1M
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127508 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search