Brown Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$203,174,991
Clients
314
Advisors
4
of 5 employees
About
Brown Capital Management serves individuals, high-net-worth individuals, foundations, and pension and profit‑sharing plans with ongoing portfolio management and hourly financial planning. The firm manages roughly $216 million in client assets and provides investment supervisory services alongside financial planning that can cover investment planning, retirement, college planning, tax concerns, and life insurance.
BCM documents client goals and constraints in an Investment Policy Statement, conducts at‑least‑monthly portfolio reviews, and operates under discretionary authority for managed accounts. Its investment process draws on charting, fundamental, technical, and cyclical analysis and may employ long‑ and short‑term trading, short sales, margin, and options strategies; clients receive quarterly reporting and a one‑time written financial plan with a plan‑delivery review.
Notably, the firm expressly includes insurance products, including annuities, and life insurance within its suite of advised investments and planning services, and financial planning is performed on an hourly basis with additional reports available for a fee. BCM is a relatively small advisory team managing over $200 million, maintains limited custody solely for fee deduction while custodial assets are held at institutional custodians, and states that it does not accept outside compensation for the sale of securities.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
$200 per hour (fees negotiable)
Account minimum: $200,000 (waivable)
Main office
10816 Executive Center Dr., Suite 103
Little Rock AR 72211
Advisors at this office
4
Most active in
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")