Brown Financial Advisory

Overview

Brown Financial Advisory is an SEC registered investment adviser based in Fairhope, AL, registered since 2014. It reports $468M in assets under management across 859 accounts, with 8 employees. It has 6 investment adviser representatives.

Reported AUM

$468M

Discretionary

99%

Accounts

859

Average account

$545K

Employees

8

Advisory reps

6

Registered since

2014

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Daniel Scott McLeod Chief Executive Officer, President CRD 2752145
• Joshua Wyatt Lancaster Chief Compliance Officer & Chief Investment Officer CRD 2424549

Advisory reps 3 of 6

• Evan Michael Hipp Investment Adviser Rep CRD 7653655
• Harvey Atwood Hutchinson III Investment Adviser Rep CRD 5870294
• Joshua Wyatt Lancaster Investment Adviser Rep CRD 2424549

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

54 Greeno Rd S
Fairhope, AL 36532

County

Baldwin

Metro area

Daphne-Fairhope-Foley, AL

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: brownfinancialadvisory.com

Every state, with registration dates

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