# BROWN FINANCIAL MANAGEMENT GROUP, LLC

BROWN FINANCIAL MANAGEMENT GROUP, LLC of LATHAM, NY is an SEC-registered investment adviser.

## Registration

- CRD: 282501
- Type: SEC-registered investment adviser
- SEC file number: 801-107128
- Location: 950 NEW LOUDON ROAD, SUITE 105, LATHAM, NY, 12110
- Phone: 518-464-9974
- Latest filing: 2025-02-17
- Regulatory AUM: $56.8M
- Discretionary AUM: $55.0M
- Non-discretionary AUM: $1.9M
- Clients: 3
- Accounts: 111

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Thomas James Brown | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BROWN DAVID JAMES | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282501/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282501/similar
- Related entities: https://search.stillhousedata.com/firm/282501/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282501

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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.