Brown Advisory Llc
SEC-registered
Investment Adviser · Mega ($100B+)
CRD 110181
· SEC file 801-38826
· Baltimore, MD
· www.instagram.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $124B
- Discretionary
- $119B
- Clients
- 4,415
- Avg AUM / client
- $28.2M
- Accounts
- 26,390
- Employees
- 782
AUM over time
$18.6B
$124B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026
Exchange-traded equities
$74.6B
60%
Registered investment companies (funds/ETFs)
$16.2B
13%
Pooled investment vehicles
$13.7B
11%
Cash & equivalents
$8.7B
7%
State & local bonds
$5.0B
4%
US government & agency bonds
$3.7B
3%
Sovereign bonds
$1.2B
1%
Investment-grade corporate bonds
$1.2B
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 745 | $241M | 0.19% |
| High net worth individuals | 2,484 | $48.6B | 39.1% |
| Investment companies | 6 | $24.3B | 19.5% |
| Pooled investment vehicles (non-investment companies) | 5 | $15.7B | 12.6% |
| Pension and profit sharing plans | 57 | $2.5B | 2.0% |
| Charitable organizations | 683 | $16.2B | 13.1% |
| State or municipal government entities | 17 | $2.7B | 2.18% |
| Other investment advisers | 55 | $5.5B | 4.42% |
| Insurance companies | Fewer than 5 clients | $145M | 0.12% |
| Corporations and other businesses | 363 | $8.5B | 6.8% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $378M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Brown Advisory Global Focus Master Fund Ltd. master | Other Private Fund | Cayman Islands | $189M | 2 |
| Brown Advisory Global Focus Offshore Fund Ltd feeder | Other Private Fund | Cayman Islands | $132M | 48 |
| Brown Advisory Global Focus Onshore Fund Lp feeder | Other Private Fund | Delaware | $57.6M | 45 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Hillwood Estate Museum & Gardens EIN 526080752 | Washington, DC | 12/31/2024 |
| Hospital For Consumptives Of Maryland EIN 520608017 | Baltimore, MD | 06/30/2024 |
| Virginia Foundation For Public Media EIN 822118572 | N Chesterfld, VA | 06/30/2024 |
| Keswick Foundation Inc EIN 521066144 | Baltimore, MD | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (30)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hankin, Michael, David | President & Ceo | Jul 2007 (19y) | Less than 5% | |
| Rogers, Brett, David | General Counsel | Apr 2010 (16y) | Less than 5% | |
| Coleman, Julie, Proudfit | Deputy General Counsel & Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| White, William, Obrien | Chief Operating Officer | Jun 2023 (3y) | Less than 5% | |
| Pierce, Shannon, Marie | Chief Financial Officer | May 2024 (2y) | Less than 5% | |
| Glen Micael Lambinicio | Registered representative | Mar 1999 (27y) | ||
| John Thurston Beaty | Registered representative | Jan 2005 (22y) | ||
| Raymond G Mcclure | Registered representative | Jan 2005 (22y) | ||
| Brian Edward Graney | Registered representative | CFA | Mar 2012 (14y) | |
| Michael Lloyd Foss | Registered representative | CFA | Mar 2012 (14y) | |
| Robert Hutchings Vernon | Registered representative | CFA | Mar 2012 (14y) | |
| Geoffrey R. B. Carey | Registered representative | CFA | Apr 2012 (14y) | |
| John Francis Cavanaugh | Registered representative | Apr 2012 (14y) | ||
| Kenneth Maher Stuzin | Registered representative | CFA | Apr 2012 (14y) | |
| Jane Williams Korhonen | Registered representative | CFA | Apr 2012 (14y) | |
| David Baker Powell | Registered representative | CFA | Jun 2012 (14y) | |
| David Burch Hunter | Registered representative | CFA | Jun 2012 (14y) | |
| David Perry Nichols | Registered representative | CFA | Jun 2012 (14y) | |
| Karina Funk | Registered representative | CFA | Jun 2012 (14y) | |
| Paul Joseph Chew | Registered representative | CFA | Jun 2012 (14y) | |
| Timothy Wright Hathaway | Registered representative | CFA | Jun 2012 (14y) | |
| Erika Lavina Pagel | Registered representative | Oct 2012 (14y) | ||
| Edward Xavier Tune | Registered representative | Feb 2014 (12y) | ||
| Jeanne Oneill | Registered representative | Oct 2015 (11y) | ||
| Effimia Christine Karides | Registered representative | Sep 2016 (10y) | ||
| Ian Phillip Mcabeer | Registered representative | CFA | Sep 2016 (10y) | |
| Jon Kristopher Jester | Registered representative | CFP | Sep 2016 (10y) | |
| Bernard Karol Nowak | Registered representative | CFA | May 2017 (9y) | |
| Christopher C Holcombe | Registered representative | CFP | Jun 2017 (9y) | |
| Colin Kampfe | Registered representative | Jun 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brown Advisory Management Llc | Holding Company And Managing Memeber | Jan 2012 | A | 75% or more |
| Brown Advisory Group Holdings Llc | Holding Company | Jan 2016 | B | ≈ 18.75% – 50% via Brown Advisory Management Llc |
| Brown Advisory Incorporated | Unit Holder And Managing Member | Jul 2008 | B | GP / trustee / elected manager of Brown Advisory Management Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brown Advisory Group Holdings Llc: 25% – 50% of Brown Advisory Management Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $378M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Brown Advisory Global Focus Master Fund Ltd. | Other Private Fund | $189M | $250K | 2 |
| Brown Advisory Global Focus Offshore Fund Ltd | Other Private Fund | $132M | $250K | 48 |
| Brown Advisory Global Focus Onshore Fund Lp | Other Private Fund | $57.6M | $250K | 45 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (23)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gordon Feinblatt Money Purchase Pension Plan | Gordon Feinblatt Llc | 98 | $58.6M | 08/01/2024 |
| Culver Educational Foundation Retirement Plan | The Culver Educational Foundation | 0 | $1.2K | 07/01/2024 |
| Cahill Gordon & Reindel Llp Pension Plan | Cahill Gordon & Reindel Llp | 58 | $28.0M | 07/01/2024 |
| Bricklayers Allied Craftsmen Pension Plan Local No 3 | Board Of Trustees Bricklayers Allied Craftsmen Pension Plan | 194 | $51.9M | 05/01/2024 |
| Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Baltimore Chapter Pension Fund | Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen | 138 | $46.7M | 04/01/2024 |
| Hawaii Sheet Metal Workers Pension Fund | Hawaii Sheet Metal Workers Pension Fund | 430 | $316M | 02/01/2024 |
| Hawaii Sheet Metal Workers Annuity Profit Sharing | Hawaii Sheet Metal Workers Annuity Profit Sharing Fund | 439 | $109M | 02/01/2024 |
| Kognitiv, Inc. 401(k) Plan | Kognitiv, Inc | 114 | $14.1M | 01/01/2024 |
| Atmos Energy Corporation Pension Account Plan | Atmos Energy Corporation | 1,717 | $580M | 01/01/2024 |
| Southern Ironworkers Pension Fund | Board Of Trustees Southern Ironworkers Pension Fund | 851 | $188M | 01/01/2024 |
| Shepherd Electric Company Inc. 401(k) And Profit Sharing Plan | Shepherd Electric Co., Inc. | 384 | $44.3M | 01/01/2024 |
| Williams & Connolly Llp Savings Plan And Trust | Williams & Connolly Llp | 651 | $162M | 01/01/2024 |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | 40,642 | $8.3B | 01/01/2024 |
| Dimensions Health Corporation Pension Plan B | University Of Maryland Medical System Corporation | 0 | $14.4M | 01/01/2024 |
| Rooney Holdings, Inc. 401(k) Savings Plan | Rooney Holdings, Inc. | 1,950 | $151M | 01/01/2024 |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan | Toyota Motor North America, Inc. | 4,646 | $4.6B | 01/01/2024 |
| Bpg Real Estate Services 401(k) Plan | Bpg Real Estate Services, Llc | 533 | $16.9M | 01/01/2024 |
| Selective Insurance Retirement Savings Plan | Selective Insurance Company Of America | 2,818 | $764M | 01/01/2024 |
| Tidalhealth Pension Plan | Tidalhealth, Inc. | 4,926 | $163M | 01/01/2024 |
| The Retirement Plan For The Employees Of The American Jewish Committee | American Jewish Committee | 22 | $28.9M | 01/01/2024 |
| Cambridge Bancorp Employee Retirement Plan | Cambridge Trust Company | 0 | $10.2K | 01/01/2024 |
| Wheeler Trucking, Inc. 401(k) Plan | Wheeler Trucking, Inc. | 368 | $9.0M | 01/01/2024 |
| The Travelers Pension Plan | Travelers Companies, Inc. | 27,531 | $4.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (4)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Hillwood Estate Museum & Gardens | Public charity | $391M | 12/31/2024 |
| Hospital For Consumptives Of Maryland | Public charity | $90.6M | 06/30/2024 |
| Virginia Foundation For Public Media | Public charity | $180M | 06/30/2024 |
| Keswick Foundation Inc | Public charity | $248M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- U.S. Bank $28.9B (23% of AUM) Mar 2026
- Fidelity Brokerage Services $21.7B (17% of AUM) Mar 2026
- National Financial Services (Fidelity) $5.7B (6% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗