BROWN MCLEOD, INC of FAIRHOPE, AL is an SEC-registered investment adviser (CRD 155548). Regulatory assets under management: $468.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |