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Brown Financial Advisors, LLC CRD 147056
$323M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
964 State Route 28, Milford, OH 45150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2012-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Financial Advisors, Llc | Milford | OH | 05/2012 | Present |
| Brown Insurance & Tax Advisors | Milford | OH | 06/2002 | Present |
1) BROWN INSURANCE & TAX ADVISORS; MILFORD, OH; VICE PRESIDENT/INSURANCE AGENT/TAX PREPARER; 55% OF TIME SPENT IN THIS BUSINESS 2) GRADIENT HOME MORTGAGE, LLC; SHOREVIEW, MN; LOAN OFFICER;25% OF TIME SPENER IN THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
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