Gregory Allen Brown

Employer firm

Brown Financial Advisors, LLC CRD 147056

$323M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → Present
  Brown Financial Advisors, Llc
  Milford, OH
• 12/2004 → Present
  Brown Insurance & Tax Advisors
  Milford, OH
• 02/2026 → Present
  Brown Holdco 1, Inc.
  Milford, OH
• 02/2026 → Present
  Brown Holdco 2, Inc.
  Milford, OH
• 02/2026 → Present
  Brown Intermediate, Llc
  Milford, OH
• 04/2026 → Present
  Meraki Intermediate Holdings, Llc
  Scottsdale, AZ

Other Businesses

1. BROWN INSRUANCE & TAX ADVISORS, LLC; INVESTMENT-RELATED; MILFORD, OH; INSRUANCE SALES, TAX PREPARATION; MANAGING MEMBER; STARTED 12/2004; APPROX 25% OF TIME IS SPENT IN THIS BUSINESS. 2.Brown Holdco 1, Inc. , .Brown Holdco 2, Inc., . Brown Intermediate, LLC all started 02/2026 and Meraki Intermediate Holdings, LLC started 04/2026. These are all holding companies. No services are provided and no time is spent in these businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-31

Other Names

• Greg Brown