Brown PCFO
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brown PCFO provides ongoing portfolio management and financial planning services to individual clients, including both retail and high‑net‑worth individuals. The firm prepares a written Investment Policy Statement for each client and typically charges asset‑based advisory fees for ongoing portfolio management.
The firm combines cyclical, fundamental, and technical analysis with modern portfolio theory and employs both long‑term and short‑term investing strategies; it offers discretionary and non‑discretionary management depending on client preference. Brown PCFO limits its investable universe to common instruments such as mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, REITs, fixed indexed annuities and certain private placement vehicles, and documents client risk tolerance and restrictions in the IPS.
What is distinctive about this firm is its very small client roster relative to its assets under management, which implies a small number of sizable accounts and a very concentrated advisor‑to‑client relationship. The firm requires use of specific custodians (Altruist Financial and Charles Schwab) and receives institutional services and soft‑dollar benefits from Schwab, and it does not aggregate (block) trades for multiple client accounts — features that can affect trade execution and the operational relationship with custodians.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001 - And Up: 0.50%
$250 per hour for financial planning services
Main office
Bellingham WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Brown Pcfo · Kelce Advisors, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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