A complete list of active advisors currently associated with Brown Capital Management, LLC

Warmer can help you find a great advisor at Brown Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Brown Capital Management, 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.