THE R.L. BROWN ADVISORY GROUP, LLC

THE R.L. BROWN ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 145880). Regulatory assets under management: $12.0M.

Registration

• CRD: 145880
• Type: Registered investment adviser
• Phone: 925-425-9610
• Latest filing: 2026-03-31
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search