# BROWN MCLEOD, INC

BROWN MCLEOD, INC of FAIRHOPE, AL is an SEC-registered investment adviser.

## Registration

- CRD: 155548
- Type: SEC-registered investment adviser
- SEC file number: 801-79151
- Location: 54 S. GREENO ROAD, FAIRHOPE, AL, 36532
- Phone: 251-928-9498
- Latest filing: 2026-03-12
- Regulatory AUM: $468.2M
- Discretionary AUM: $464.2M
- Non-discretionary AUM: $4.0M
- Clients: 8
- Accounts: 859

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Scott Mcleod | CEO & PRESIDENT | — |
| Joshua Wyatt Lancaster | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | Fairhope, AL |
| LANCASTER JOSHUA WYATT | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER; VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | — |
| MCLEOD DANIEL SCOTT | CEO & PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155548/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155548/similar
- Related entities: https://search.stillhousedata.com/firm/155548/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155548

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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.