A complete list of active advisors currently associated with Luxon Brown
Warmer can help you find a great advisor at Luxon Brown or one who fits your needs even better.
Luxon Brown provides portfolio management and financial planning services to individual and high‑net‑worth clients, creating an Investment Policy Statement for each client and offering ongoing monitoring and discretionary trading consistent with client goals and risk tolerance. The firm generally recommends ETFs and also advises on mutual funds, fixed income, annuities and certain private placements as part of its portfolios. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory, and it implements strategies using both long‑ and short‑term trading while documenting risk tolerances and fiduciary obligations for clients. Luxon Brown requires use of a designated custodian for execution and emphasizes seeking best execution; the brochure also notes the firm may select other advisers for certain client needs and discloses the risks of that practice. Luxon Brown’s brochure highlights several atypical features for a firm of its size: supervised persons act as licensed insurance agents and may receive commission compensation for insurance and annuity sales, the firm has an affiliation with a real estate broker (Luxon Brown Realty, LLC) and offers realtor services, and it conducts free public educational dinner seminars/workshops. The firm also discloses recent material changes to outside business activities and added disclosures regarding selection of other advisers, and it reports an outside consulting role advising on SMA/ETF product execution and distribution.
To learn more about the advisors currently working at Luxon Brown, 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 |
|---|---|---|
Little Rock, AR
| 21
| |
Apopka, FL
| 5
|
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