A complete list of active advisors currently associated with Brown PCFO

Warmer can help you find a great advisor at Brown PCFO or one who fits your needs even better.

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.

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

Name	Location	Years of experience
Kelly Brown	Bellingham, WA	13

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