Menon/Brown Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Menon/Brown Advisory Group serves individual clients, including high‑net‑worth households, and its ADV lists additional client categories such as trusts, pension plans, foundations, government/municipal entities, and other institutional clients. The firm offers portfolio management and financial planning services and notes availability of wrap‑fee programs and assistance in selecting other advisers.
The firm’s approach combines ongoing portfolio management with financial planning and trust‑related services, and it documents the supervised persons who deliver those services in a Brochure Supplement. Its disclosure also indicates the ability to provide pension consulting and institutional services alongside individual wealth management.
Menon/Brown operates with a small client base and assets under management—one advisor, roughly $13.1 million in AUM, and 13 clients—while maintaining a broad mix of service offerings and client types. The brochure further discloses that the firm and/or its supervised persons are registered representatives of a broker‑dealer and licensed insurance agents, registrations that are uncommon among similarly supported firms and that can enable access to brokerage and insurance products in addition to advisory services.
Client services
Fee options
Main office
San Juan Capistrano CA
Advisors at this office
1
Most active in
California
Also doing business as
Menon, Sashi · Menon/Brown Advisory Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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