Austin, TX Congress Avenue Office

Brown Advisory manages roughly $124.3 billion for a mix of institutional and private clients, including endowments, foundations, nonprofit OCIO relationships, high‑net‑worth individuals and pooled investment vehicles. The firm provides discretionary portfolio management across equity, fixed‑income and balanced strategies, alongside strategic advisory, family office services and sponsorship/management of private funds.

Investment teams use a bottom‑up, fundamental research process for both equity and fixed‑income strategies and operate a defined sustainable investing platform; the firm combines active and passive approaches and offers multi‑strategy balanced portfolios through an Investment Solutions platform. Brown Advisory also uses AI‑enabled tools to support research workflows and sources alternative asset exposure — including private equity, venture and commodities — via internally managed vehicles and third‑party managers.

Compared with many large advisory firms, Brown Advisory routinely serves other investment advisers and unaffiliated financial firms as a sub‑adviser and model provider across wrap and model‑delivery programs, and it distributes proprietary strategies to insurance companies, broker‑dealers and registered advisers. The firm’s structure includes multiple affiliated private‑fund sponsors and venture partners (including recent acquisitions to expand private‑market capabilities), and certain trading and commodity‑pool activities are conducted by or through related persons that are CFTC‑registered, rather than by Brown Advisory directly.