Brown Capital Management, LLC logo

Brown Capital Management, LLC

Updated today

Client assets under management

$193,590,000

Clients

307

20% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

77

High

Average account size

$630,586

About

Brown Capital Management serves individual and high‑net‑worth clients as well as foundations and pension/profit‑sharing plans, offering ongoing investment supervisory services and hourly financial planning. The firm documents client objectives and constraints in an Investment Policy Statement and implements portfolios across mutual funds, equities, fixed income, ETFs, REITs and insurance products (including annuities).

The firm’s investment process uses multiple methods of analysis — charting, fundamental, technical and cyclical — and employs both long‑ and short‑term strategies. BCM’s trading toolkit includes short sales, margin transactions and options writing in addition to conventional portfolio construction, with risk considerations documented in client policy statements.

Noteworthy features in the brochure include the explicit inclusion of insurance products and life‑insurance considerations within financial planning and investable securities, which the firm lists alongside traditional asset classes. The firm also delivers a one‑time financial plan at presentation (with further plans available for a fee) and centrally assigns account reviews on a monthly basis, while allowing clients to direct brokerage and maintaining limited custody for fee deduction.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Options & derivatives strategies Annuities

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Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.75%

Project-based

$200 per hour for financial planning services

Other

Account minimum: $200,000 Fee-only: Investment supervisory fees as per tiered schedule; Financial planning hourly fees at $200/hour

Main office location

Brown Capital Management, LLC

10816 Executive Center Dr., Suite 103

Little Rock AR 72211, United States

Number of offices

1

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

Advisors at this firm

user avatar

Luke C

Series 63, Series 66

Little Rock, AR

Brown Capital Management, LLC

Luke Coop is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 credentials. He has experience working at Sowell Management Services, AmeriSave Mortgage, and Stephens Inc. prior to joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Options & derivatives strategies Annuities
user avatar

Johnny B

CFP®, Series 63, Series 65

Little Rock, AR

Brown Capital Management, LLC

Johnny Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Brown Capital Management, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans, providing investment supervisory services and hourly financial planning. The firm employs multiple methods of analysis and a range of trading strategies, incorporating both traditional and insurance-related investment products within client portfolios.

Options & derivatives strategies Annuities
user avatar

James G

Series 65, Series 66

Little Rock, AR

Brown Capital Management, LLC

James George is a financial advisor at Brown Capital Management, LLC with 6 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Brown Capital Management since 2019. In addition to his role at Brown Capital, he spends 10-20 hours per week assisting clients at JDJ Advisors with life insurance needs, focusing on term, fixed, and indexed insurance products. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans by providing investment supervisory services and hourly financial planning. The firm employs a diverse investment approach that includes multiple methods of analysis and incorporates insurance products alongside traditional asset classes.

Options & derivatives strategies Annuities
user avatar

Kelly H

Series 63, Series 65

Little Rock, AR

Brown Capital Management, LLC

Kelly Hitt is a financial advisor with Brown Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Brown Capital Management since 2015. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans by providing investment supervisory services and financial planning. The firm employs a multi-method investment process that includes charting, fundamental, technical, and cyclical analysis, using both long- and short-term strategies across a broad range of asset classes.

Options & derivatives strategies Annuities
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