# BROWN FINANCIAL ADVISORS, LLC

BROWN FINANCIAL ADVISORS, LLC of MILFORD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 147056
- Type: SEC-registered investment adviser
- SEC file number: 801-119541
- Location: 964 STATE ROUTE 28, MILFORD, OH, 45150
- Phone: 513-575-9654
- Latest filing: 2026-04-29
- Regulatory AUM: $323.3M
- Discretionary AUM: $322.2M
- Non-discretionary AUM: $1.1M
- Clients: 3
- Accounts: 1,573

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Tami Jean Lucius | TRUSTEE | — |
| Gregory Allen Brown | CCO; MANAGING MEMBER/CCO; OWNER | — |
| BROWN GRANT ALLEN | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147056/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147056/similar
- Related entities: https://search.stillhousedata.com/firm/147056/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147056

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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.