A complete list of active advisors currently associated with Brown, Lisle/Cummings, Inc
Warmer can help you find a great advisor at Brown, Lisle/Cummings, Inc or one who fits your needs even better.
Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations and retirement plans, offering individual portfolio management, financial planning and focused financial consulting. The firm reported roughly $480.6 million in discretionary assets as of December 31, 2025 and delivers both discretionary and non-discretionary services tailored to client objectives. BLC implements investment strategies using Envestnet’s Managed Account Solutions platform and delivers portfolio management exclusively through a wrap-fee program that bundles management, execution, custody and reporting. Its investment toolkit includes individual equities and fixed income, mutual funds and ETFs, structured notes and options (including covered-call strategies), and the firm may permit margin in accounts while generally discouraging its use and including margined assets in fee calculations. The firm is dual-registered as an SEC-registered investment adviser and a long-standing FINRA-member broker-dealer that acts as an introducing broker-dealer with National Financial Services as a clearing custodian, and some personnel also maintain insurance licenses and broker-dealer registrations — arrangements the brochure discloses and that the firm manages through stated conflicts-of-interest policies. Distinctive operational features noted in the brochure include the requirement that managed accounts participate in the firm’s wrap-fee program, disclosure of use of structured products and options, and a trade implementation practice that generally does not aggregate client trades, each of which can affect execution, custody and potential conflicts to consider.
To learn more about the advisors currently working at Brown, Lisle/Cummings, Inc, 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.
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