Brown Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brown Capital Advisors, LLC is a small, independent advisory firm led by founder Christopher J. Brown, CFA that serves individuals, high net worth clients, and entrepreneurs. The firm provides discretionary portfolio management, modular financial planning, and CFO advisory consultation services to small business owners and entrepreneurs.
The firm’s investment process centers on fundamental analysis and portfolio construction using equities and exchange-traded funds, with discretionary rebalancing and at least annual formal reviews. Its brochure also describes the use of options and exposures to futures or other derivatives through actively managed ETFs and bitcoin ETFs, and it discusses risks associated with such derivative exposures in separately managed accounts.
Compared with many independent solo advisers, Brown Capital explicitly offers CFO advisory services to corporate and business clients and tailors engagements for entrepreneurs, which is an uncommon client focus. It also limits alternative investments to no more than 30% of a portfolio and requires documentation of a client’s net worth or income before recommending such strategies, reflecting additional suitability controls uncommon at firms of this size.
Client services
Expertise
Occupation focus
Fee options
$2,000 to $10,000 for financial planning; $30,000 to $75,000 annually for CFO advisory consultation services
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Main office
506 Roswell Street, Suite 210
Marietta GA 30060
Advisors at this office
1
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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