A complete list of active advisors currently associated with Brown Capital Advisors, LLC
Warmer can help you find a great advisor at Brown Capital Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Brown Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marietta, GA
| 12
|
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